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) | $140,677 |
REHMANN ROBSON1 year Filed as: REHMAN ROBSON Service code 10 · EIN 38-3635706 7124 W CENTRAL AVE · TOLEDO, OH 43617 | Accounting | $25,316 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,930 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$43,093 |
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 | $88,740 | $106,028-16.3% | $146,958-39.6% | $77,643+14.3% |
| Participation rate | 97.7% | 78.4%+19.4pp | 82.2%+15.6pp | 70.6%+27.2pp |
| Annual return | 15.34% | 56.73%-41.4pp | 418.34%-403.0pp | 31.24%-15.9pp |
| Employer contribution / active EE | $3,061 | $4,063-24.7% | $4,933-37.9% | $2,726+12.3% |
| Participant deferral / active EE | $9,879 | $7,990+23.6% | $8,070+22.4% | $4,647+112.6% |
| Admin fee / account holder | $109 | $337-67.8% | $12,998-99.2% | $430-74.7% |