See peer percentile detail. $4.99 for your first month.
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See the 9-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: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $17,017 |
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 51 · EIN 52-1396995 | Investment Mgmt Fees | $10,861 |
Filed as: MORGAN STANLEY Service code 26 · EIN 20-8764829 | Advisory (Participants) | $5,757 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $3,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,196 | $86,655-44.4% | $119,609-59.7% | $66,914-28.0% |
| Participation rate | 58.0% | 75.6%-17.6pp | 79.3%-21.3pp | 69.8%-11.8pp |
| Annual return | -11.63% | -8.00%-3.6pp | -14.97%+3.3pp | 1.58%-13.2pp |
| Employer contribution / active EE | $1,246 | $2,536-50.9% | $4,232-70.6% | $2,544-51.0% |
| Participant deferral / active EE | $5,395 | $4,358+23.8% | $5,602-3.7% | $4,237+27.3% |
| Admin fee / account holder | $195 | $755-74.1% | $10,323-98.1% | $593-67.1% |