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 7-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 | $820,286 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $170,241 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $144,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $45,873 | $140,910-67.4% | $76,002-39.6% | $106,408-56.9% |
| Participation rate | 79.1% | 64.1%+15.0pp | 69.1%+10.0pp | 69.9%+9.2pp |
| Annual return | 17.36% | 16.51%+0.9pp | 360.07%-342.7pp | 17.37%0pp |
| Employer contribution / active EE | $2,556 | $5,354-52.3% | $2,688-4.9% | $3,361-23.9% |
| Participant deferral / active EE | $5,187 | $5,004+3.7% | $4,257+21.9% | $5,567-6.8% |
| Admin fee / account holder | $81 | $117-31.1% | $6,414-98.7% | $79+2.1% |