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) | $16,024 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,682 |
Filed as: CBIZ CPAS P.C. Service code 10 4040 EMBASSY PARKWAY · AKRON, OH 44333 | Accounting | $10,263 |
Filed as: ABSOLUTE CAPITAL MGMT, LLC Service code 28 · EIN 25-1879568 | Investment Management | $9,674 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
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 | $130,539 | $47,126+177.0% | $149,673-12.8% | $74,419+75.4% |
| Participation rate | 92.4% | 63.4%+29.0pp | 78.8%+13.6pp | 70.7%+21.7pp |
| Annual return | 19.49% | 22.75%-3.3pp | 134.42%-114.9pp | 34.38%-14.9pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $14,702 | $2,728+439.0% | $5,680+158.8% | $4,528+224.7% |
| Admin fee / account holder | $71 | $343-79.1% | $13,210-99.5% | $348-79.5% |