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 | $102,450 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $48,849 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $21,673 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,494 |
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 | $82,681 | $65,908+25.4% | $81,812+1.1% | $77,643+6.5% |
| Participation rate | 97.5% | 65.8%+31.7pp | 72.3%+25.1pp | 70.6%+26.9pp |
| Annual return | 16.13% | 26.64%-10.5pp | 773.79%-757.7pp | 31.24%-15.1pp |
| Employer contribution / active EE | $12,236 | $2,370+416.2% | $2,912+320.2% | $2,726+348.9% |
| Participant deferral / active EE | $10,408 | $3,505+196.9% | $4,319+141.0% | $4,647+124.0% |
| Admin fee / account holder | $203 | $526-61.4% | $7,386-97.3% | $430-52.9% |