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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,414 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $18,203 |
Service code 16 · EIN 53-0181291 | Consulting | $15,520 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,591 |
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 | $178,100 | $122,186+45.8% | $146,958+21.2% | $199,593-10.8% |
| Participation rate | 86.5% | 78.3%+8.2pp | 82.2%+4.3pp | 72.0%+14.5pp |
| Annual return | 16.66% | 30.56%-13.9pp | 418.34%-401.7pp | 34.25%-17.6pp |
| Employer contribution / active EE | $1,737 | $4,093-57.6% | $4,933-64.8% | $3,034-42.8% |
| Participant deferral / active EE | $13,376 | $8,502+57.3% | $8,070+65.8% | $5,087+163.0% |
| Admin fee / account holder | $9 | $179-95.0% | $12,998-99.9% | $269-96.7% |