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 15 · EIN 20-8874282 | Recordkeeping | $39,772 |
Filed as: CBIZ MHM, LLC Service code 15 · EIN 34-1846498 | Recordkeeping | $11,000 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,179 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $49,550 | $99,957-50.4% | $149,696-66.9% | $73,488-32.6% |
| Participation rate | 92.1% | 75.7%+16.4pp | 82.5%+9.6pp | 70.7%+21.4pp |
| Annual return | 15.37% | 53.87%-38.5pp | 276.60%-261.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $4,407 | $3,191+38.1% | $4,644-5.1% | $2,270+94.2% |
| Participant deferral / active EE | $7,593 | $6,073+25.0% | $6,842+11.0% | $3,740+103.1% |
| Admin fee / account holder | $173 | $551-68.6% | $9,309-98.1% | $513-66.3% |