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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $84,287 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $30,000 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 16 · EIN 31-1582098 | Consulting | $10,068 |
RICHEY MAY & CO LLP4 years Filed as: RICHEY, MAY & CO, LLP Service code 10 · EIN 71-0911208 | Accounting | $9,900 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,936 | $58,778-18.4% | $129,207-62.9% | $77,643-38.3% |
| Participation rate | 88.2% | 59.2%+28.9pp | 69.6%+18.5pp | 70.6%+17.6pp |
| Annual return | 12.86% | 24.73%-11.9pp | 9417.33%-9404.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,265 | $1,952-35.2% | $4,153-69.5% | $2,726-53.6% |
| Participant deferral / active EE | $5,938 | $3,212+84.9% | $4,168+42.5% | $4,647+27.8% |
| Admin fee / account holder | $150 | $589-74.6% | $7,715-98.1% | $430-65.2% |