See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $52,800 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $33,508 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,832 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,677 | $47,722+16.7% | $82,719-32.7% | $64,808-14.1% |
| Participation rate | 94.5% | 67.6%+26.8pp | 72.6%+21.9pp | 71.5%+23.0pp |
| Annual return | -14.14% | -13.05%-1.1pp | 701.18%-715.3pp | 32.82%-47.0pp |
| Employer contribution / active EE | $9,123 | $2,179+318.7% | $3,009+203.2% | $2,506+264.1% |
| Participant deferral / active EE | $7,470 | $3,329+124.3% | $4,395+70.0% | $4,310+73.3% |
| Admin fee / account holder | $142 | $143-0.7% | $5,329-97.3% | $188-24.4% |