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 | $58,928 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $37,011 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,955 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,786 | $52,208+52.8% | $86,612-7.9% | $74,419+7.2% |
| Participation rate | 99.0% | 66.3%+32.7pp | 71.7%+27.3pp | 70.7%+28.3pp |
| Annual return | 51.50% | 44.46%+7.0pp | 591.07%-539.6pp | 34.38%+17.1pp |
| Employer contribution / active EE | $11,771 | $2,282+415.8% | $3,022+289.5% | $2,637+346.3% |
| Participant deferral / active EE | $9,161 | $3,383+170.8% | $4,438+106.4% | $4,528+102.3% |
| Admin fee / account holder | $134 | $319-58.1% | $5,614-97.6% | $348-61.6% |