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 · EIN 43-1947695 | Accounting | $7,982 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,759 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $103,275 | $79,184+30.4% | $102,438+0.8% | $74,546+38.5% |
| Participation rate | 74.4% | 74.8%-0.4pp | 76.5%-2.1pp | 67.2%+7.2pp |
| Annual return | 15.16% | 54.95%-39.8pp | 29.37%-14.2pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $2,112 | $2,362-10.6% | $3,024-30.1% | $2,624-19.5% |
| Participant deferral / active EE | $3,452 | $4,414-21.8% | $5,054-31.7% | $4,347-20.6% |
| Admin fee / account holder | $89 | $2,001-95.5% | $9,448-99.1% | $1,944-95.4% |