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 59-2937883 | Advisory (Plan) | $46,990 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,052 |
Filed as: CBIZ Service code 10 · EIN 86-3192990 | Accounting | $15,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,743 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,950 | $55,371+57.0% | $95,585-9.0% | $74,304+17.0% |
| Participation rate | 89.9% | 53.8%+36.1pp | 72.1%+17.9pp | 60.3%+29.6pp |
| Annual return | 15.63% | 24.26%-8.6pp | 38.56%-22.9pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,936 | $1,437+34.7% | $2,527-23.4% | $2,241-13.6% |
| Participant deferral / active EE | $6,367 | $2,955+115.4% | $4,023+58.3% | $3,767+69.0% |
| Admin fee / account holder | $418 | $2,620-84.1% | $6,127-93.2% | $2,969-85.9% |