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 |
|---|---|---|
CPA ASSOCIATES PC2 years Filed as: MH CPA PLLC Service code 10 · EIN 37-1119790 2110 CLEARLAKE BLVD, STE. 200 · CHAMPAIGN, IL 61822 | Accounting | $14,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,348 | $110,483+53.3% | $145,433+16.4% | $79,634+112.7% |
| Participation rate | 96.7% | 71.1%+25.6pp | 82.1%+14.5pp | 62.5%+34.2pp |
| Annual return | 9.01% | 24.62%-15.6pp | 66.58%-57.6pp | 36.46%-27.5pp |
| Employer contribution / active EE | $5,835 | $4,053+44.0% | $4,554+28.1% | $2,529+130.7% |
| Participant deferral / active EE | $6,186 | $7,216-14.3% | $7,897-21.7% | $3,835+61.3% |
| Admin fee / account holder | $520 | $680-23.5% | $13,129-96.0% | $1,002-48.1% |