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 | $50,983 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & CO, LLP Service code 10 · EIN 22-2428965 | Accounting | $25,000 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $24,271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,940 | $56,638-38.3% | $169,368-79.4% | $74,419-53.0% |
| Participation rate | 67.8% | 67.5%+0.3pp | 77.1%-9.3pp | 70.7%-2.9pp |
| Annual return | 15.86% | 24.75%-8.9pp | 405.60%-389.7pp | 34.38%-18.5pp |
| Employer contribution / active EE | $1,355 | $2,027-33.2% | $4,013-66.2% | $2,637-48.6% |
| Participant deferral / active EE | $3,487 | $4,223-17.4% | $6,221-43.9% | $4,528-23.0% |
| Admin fee / account holder | $182 | $307-40.6% | $9,003-98.0% | $348-47.7% |