Filed October 15, 2024 (most recent of 2 filings on file)
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 CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $47,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 24 · EIN 04-2647786 | Discretionary Trustee | $14,764 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,187 | $145,516+8.0% | $184,203-14.7% | $99,062+58.7% |
| Participation rate | 91.6% | 90.3%+1.3pp | 86.8%+4.8pp | 71.6%+20.0pp |
| Annual return | 18.42% | 21.23%-2.8pp | 28.81%-10.4pp | 17.66%+0.8pp |
| Employer contribution / active EE | $4,523 | $5,354-15.5% | $6,427-29.6% | $3,262+38.7% |
| Participant deferral / active EE | $7,259 | $8,423-13.8% | $9,131-20.5% | $5,331+36.2% |
| Admin fee / account holder | $5 | $78-93.8% | $13,901-100.0% | $109-95.6% |