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 | $50,144 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ MHM LLC Service code 10 · EIN 43-1947695 | Accounting | $14,000 |
ANTON COLLINS MITCHELL LLP2+ years Service code 10 · EIN 01-0724563 | Accounting | $6,127 |
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 | $56,671 | $57,921-2.2% | $84,750-33.1% | $57,658-1.7% |
| Participation rate | 93.7% | 72.9%+20.8pp | 76.6%+17.1pp | 70.2%+23.5pp |
| Annual return | 31.76% | 10.24%+21.5pp | 22.78%+9.0pp | 5.13%+26.6pp |
| Employer contribution / active EE | $2,024 | $2,598-22.1% | $3,574-43.4% | $1,974+2.6% |
| Participant deferral / active EE | $4,489 | $2,742+63.7% | $3,712+20.9% | $3,061+46.7% |
| Admin fee / account holder | $111 | $130-14.3% | $5,332-97.9% | $95+17.6% |