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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $51,903 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $42,917 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $25,000 |
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 | $39,204 | $73,360-46.6% | $177,989-78.0% | $74,495-47.4% |
| Participation rate | 79.4% | 66.6%+12.7pp | 77.1%+2.3pp | 67.2%+12.2pp |
| Annual return | 14.02% | 17.49%-3.5pp | 294.48%-280.5pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,165 | $2,216-2.3% | $3,949-45.2% | $2,623-17.5% |
| Participant deferral / active EE | $5,396 | $4,513+19.6% | $6,276-14.0% | $4,346+24.2% |
| Admin fee / account holder | $240 | $1,808-86.7% | $10,363-97.7% | $1,942-87.7% |