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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $59,049 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,509 |
REHMANN ROBSON1 year Filed as: REHMANN ROBSON LLC Service code 10 · EIN 38-3635706 | Accounting | $20,826 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$79,297 |
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 | $62,456 | $95,388-34.5% | $125,339-50.2% | $77,904-19.8% |
| Participation rate | 95.1% | 78.6%+16.5pp | 82.4%+12.7pp | 73.7%+21.4pp |
| Annual return | -14.72% | 116.19%-130.9pp | 572.05%-586.8pp | 12.21%-26.9pp |
| Employer contribution / active EE | $2,720 | $3,666-25.8% | $4,814-43.5% | $2,848-4.5% |
| Participant deferral / active EE | $8,023 | $7,711+4.0% | $7,446+7.7% | $4,806+66.9% |
| Admin fee / account holder | $49 | $119-58.4% | $10,010-99.5% | $133-62.7% |