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 | $43,421 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $34,625 |
BERDON LLP6+ years Filed as: BERDON, LLP Service code 10 · EIN 13-0485070 | Accounting | $22,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,621 | $56,152-38.3% | $185,823-81.4% | $73,409-52.8% |
| Participation rate | 73.5% | 67.6%+6.0pp | 78.0%-4.5pp | 72.2%+1.4pp |
| Annual return | 15.69% | 17.59%-1.9pp | 35.95%-20.3pp | 59.29%-43.6pp |
| Employer contribution / active EE | $1,208 | $1,532-21.1% | $4,087-70.4% | $2,234-45.9% |
| Participant deferral / active EE | $3,177 | $3,659-13.2% | $5,632-43.6% | $3,805-16.5% |
| Admin fee / account holder | $208 | $132+57.5% | $9,500-97.8% | $158+31.7% |