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 | $36,415 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $23,777 |
BAKER & HOSTETLER LLP1 year Filed as: BAKER & HOSTETLER Service code 29 · EIN 34-0082025 | Legal | $7,888 |
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 | $48,117 | $80,724-40.4% | $103,333-53.4% | $74,495-35.4% |
| Participation rate | 93.9% | 65.7%+28.2pp | 74.5%+19.4pp | 67.2%+26.7pp |
| Annual return | 25.53% | 27.56%-2.0pp | 24.88%+0.6pp | 1364.94%-1339.4pp |
| Employer contribution / active EE | $1,910 | $3,157-39.5% | $3,868-50.6% | $2,623-27.2% |
| Participant deferral / active EE | $7,226 | $3,860+87.2% | $5,057+42.9% | $4,346+66.3% |
| Admin fee / account holder | $277 | $2,368-88.3% | $8,355-96.7% | $1,942-85.7% |