See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $318,221 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $87,293 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $30,000 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ INV. ADVISORY SERVICES, LLC Service code 16 · EIN 52-1396995 | Consulting | $29,000 |
CLEARSTEAD ADVISORS, LLC1+ years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $25,062 |
Filed as: BENESCH, FRIEDLANDER, COPLAN & ARA Service code 29 · EIN 34-6596918 | Legal | $5,599 |
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 | $53,120 | $84,149-36.9% | $129,995-59.1% | $103,482-48.7% |
| Participation rate | 90.2% | 81.0%+9.2pp | 78.5%+11.7pp | 73.3%+16.9pp |
| Annual return | 20.75% | 25.45%-4.7pp | -137.18%+157.9pp | 33.11%-12.4pp |
| Employer contribution / active EE | $1,949 | $2,687-27.4% | $4,320-54.9% | $3,208-39.2% |
| Participant deferral / active EE | $5,002 | $5,201-3.8% | $5,820-14.1% | $5,207-3.9% |
| Admin fee / account holder | $76 | $75+1.5% | $10,614-99.3% | $114-33.2% |