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 | $37,930 |
BERDON LLP5+ years Filed as: BERDON, LLP Service code 10 · EIN 13-0485070 | Accounting | $22,000 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $17,580 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,545 | $48,471-37.0% | $182,532-83.3% | $67,579-54.8% |
| Participation rate | 86.7% | 67.2%+19.6pp | 78.0%+8.8pp | 71.3%+15.5pp |
| Annual return | 23.41% | 31.08%-7.7pp | 148.54%-125.1pp | 378.56%-355.1pp |
| Employer contribution / active EE | $1,498 | $1,461+2.6% | $4,076-63.2% | $2,148-30.2% |
| Participant deferral / active EE | $3,813 | $3,324+14.7% | $5,524-31.0% | $3,539+7.7% |
| Admin fee / account holder | $165 | $151+8.9% | $8,592-98.1% | $142+15.7% |