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 3-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 | $80,538 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $72,517 |
Filed as: BOBER MARKEY FEDOROVICH Service code 10 · EIN 34-1523030 | Accounting | $16,000 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,148 |
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 | $38,974 | $81,908-52.4% | $90,749-57.1% | $64,808-39.9% |
| Participation rate | 87.8% | 80.5%+7.4pp | 75.7%+12.1pp | 71.5%+16.4pp |
| Annual return | -15.57% | -12.53%-3.0pp | -12.16%-3.4pp | 32.82%-48.4pp |
| Employer contribution / active EE | $2,271 | $3,065-25.9% | $2,921-22.2% | $2,506-9.4% |
| Participant deferral / active EE | $6,166 | $4,840+27.4% | $4,564+35.1% | $4,310+43.0% |
| Admin fee / account holder | $238 | $157+51.3% | $8,445-97.2% | $188+26.6% |