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 | $73,289 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 55 · EIN 52-1396995 | Other Commissions | $69,926 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $25,935 |
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 | $47,443 | $45,031+5.4% | $84,966-44.2% | $77,643-38.9% |
| Participation rate | 93.2% | 48.7%+44.5pp | 67.5%+25.7pp | 70.6%+22.6pp |
| Annual return | 16.72% | 79.22%-62.5pp | 66.38%-49.7pp | 31.24%-14.5pp |
| Employer contribution / active EE | $2,035 | $1,609+26.4% | $2,727-25.4% | $2,726-25.3% |
| Participant deferral / active EE | $6,861 | $2,807+144.4% | $4,519+51.8% | $4,647+47.6% |
| Admin fee / account holder | $113 | $912-87.6% | $6,149-98.2% | $430-73.8% |