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 |
|---|---|---|
Filed as: CBIZ CPAS P.C. Service code 10 13576 COLLECTIONS CENTER DR. · CHICAGO, IL 60693 | Accounting | $97,872 |
STINSON LEONARD STREET1 year Filed as: STINSON LLP Service code 70 · EIN 44-0643135 | Consulting Fees | $45,980 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $30,501 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,787 | $122,693+9.9% | $184,203-26.8% | $199,593-32.5% |
| Participation rate | 97.3% | 86.8%+10.5pp | 86.8%+10.4pp | 72.0%+25.3pp |
| Annual return | 12.14% | 143.91%-131.8pp | 28.81%-16.7pp | 34.25%-22.1pp |
| Employer contribution / active EE | $6,767 | $4,584+47.6% | $6,427+5.3% | $3,034+123.0% |
| Participant deferral / active EE | $12,266 | $7,990+53.5% | $9,131+34.3% | $5,087+141.1% |
| Admin fee / account holder | $76 | $121-36.9% | $13,901-99.5% | $269-71.7% |