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 | $59,829 |
ANTON COLLINS MITCHELL LLP1+ years Service code 10 · EIN 01-0724563 | Accounting | $41,382 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ MHM LLC Service code 10 · EIN 43-1947695 | Accounting | $14,500 |
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 | $56,835 | $50,498+12.5% | $75,781-25.0% | $55,191+3.0% |
| Participation rate | 90.4% | 69.4%+21.0pp | 75.8%+14.6pp | 69.2%+21.3pp |
| Annual return | 1.92% | 1.80%+0.1pp | 9.68%-7.8pp | 10.78%-8.9pp |
| Employer contribution / active EE | $2,027 | $2,291-11.5% | $3,323-39.0% | $1,899+6.8% |
| Participant deferral / active EE | $4,185 | $2,589+61.6% | $3,651+14.6% | $3,046+37.4% |
| Admin fee / account holder | $246 | $123+99.6% | $5,299-95.4% | $91+170.5% |