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 | $1,710,328 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $170,571 |
Filed as: CBIZ MHM, LLC Service code 10 · EIN 43-1947695 | Accounting | $18,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,871 | $96,381-60.7% | $140,016-73.0% | $73,367-48.4% |
| Participation rate | 94.1% | 90.1%+4.0pp | 87.5%+6.6pp | 69.5%+24.6pp |
| Annual return | 0.58% | -4.30%+4.9pp | 651.12%-650.5pp | 173.45%-172.9pp |
| Employer contribution / active EE | $1,437 | $4,168-65.5% | $5,606-74.4% | $2,499-42.5% |
| Participant deferral / active EE | $4,566 | $6,186-26.2% | $6,927-34.1% | $4,033+13.2% |
| Admin fee / account holder | $46 | $100-54.1% | $10,705-99.6% | $68-32.9% |