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 5-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 | $117,495 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $19,850 |
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 | $74,961 | $110,299-32.0% | $102,423-26.8% | $199,593-62.4% |
| Participation rate | 70.1% | 86.3%-16.1pp | 76.5%-6.3pp | 72.0%-1.8pp |
| Annual return | 16.28% | 35.73%-19.5pp | 29.32%-13.0pp | 34.25%-18.0pp |
| Employer contribution / active EE | $2,100 | $3,603-41.7% | $3,023-30.5% | $3,034-30.8% |
| Participant deferral / active EE | $5,142 | $6,376-19.4% | $5,053+1.8% | $5,087+1.1% |
| Admin fee / account holder | $70 | $122-42.9% | $9,451-99.3% | $269-74.0% |