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 |
|---|---|---|
BERDON LLP8+ years Filed as: BERDON, LLP Service code 10 · EIN 13-0485070 | Accounting | $61,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,583 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $25,213 |
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 | $34,213 | $50,458-32.2% | $159,960-78.6% | $64,808-47.2% |
| Participation rate | 82.6% | 68.0%+14.6pp | 78.0%+4.6pp | 71.5%+11.1pp |
| Annual return | -15.30% | -13.42%-1.9pp | 408.60%-423.9pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,643 | $1,722-4.6% | $4,226-61.1% | $2,506-34.4% |
| Participant deferral / active EE | $4,408 | $4,004+10.1% | $6,182-28.7% | $4,310+2.3% |
| Admin fee / account holder | $273 | $706-61.3% | $8,698-96.9% | $188+45.6% |