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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $45,815 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,207 |
Filed as: CBIZ CPAS P.C Service code 10 · EIN 43-1947695 | Accounting | $19,049 |
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 | $78,484 | $84,784-7.4% | $98,439-20.3% | $74,419+5.5% |
| Participation rate | 64.5% | 81.5%-17.0pp | 75.2%-10.7pp | 70.7%-6.2pp |
| Annual return | 17.30% | 20.59%-3.3pp | 21.16%-3.9pp | 34.38%-17.1pp |
| Employer contribution / active EE | $1,590 | $3,364-52.7% | $3,048-47.8% | $2,637-39.7% |
| Participant deferral / active EE | $3,418 | $5,218-34.5% | $4,738-27.9% | $4,528-24.5% |
| Admin fee / account holder | $153 | $204-25.4% | $8,948-98.3% | $348-56.1% |