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 8-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 13 · EIN 42-0127290 | Contract Administrator | $110,192 |
THE PATRIOT FINANCIAL GROUP2 years Filed as: THE PATRIOT FINANCIAL GROUP, LLC Service code 27 · EIN 90-0138117 | Advisory (Plan) | $70,145 |
Filed as: CBIZ CPAS, P.C. Service code 10 · EIN 43-1947695 | Accounting | $9,030 |
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 | $43,954 | $88,890-50.6% | $102,423-57.1% | $77,643-43.4% |
| Participation rate | 93.5% | 80.9%+12.6pp | 76.5%+17.0pp | 70.6%+22.9pp |
| Annual return | 14.02% | 24.98%-11.0pp | 29.32%-15.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,802 | $2,698-33.2% | $3,023-40.4% | $2,726-33.9% |
| Participant deferral / active EE | $4,095 | $5,145-20.4% | $5,053-19.0% | $4,647-11.9% |
| Admin fee / account holder | $194 | $235-17.6% | $9,451-97.9% | $430-54.9% |