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 |
|---|---|---|
Filed as: CBIZ Service code 27 · EIN 31-1582098 | Advisory (Plan) | $176,119 |
ABBOTT, STRINGHAM & LYNCH2 years Service code 10 · EIN 77-0051130 | Accounting | $29,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,960 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,405 | $47,126-31.2% | $149,673-78.3% | $74,419-56.5% |
| Participation rate | 92.4% | 63.4%+29.0pp | 78.8%+13.7pp | 70.7%+21.7pp |
| Annual return | 15.69% | 22.75%-7.1pp | 134.42%-118.7pp | 34.38%-18.7pp |
| Employer contribution / active EE | $1,632 | $1,905-14.3% | $4,818-66.1% | $2,637-38.1% |
| Participant deferral / active EE | $3,700 | $2,728+35.6% | $5,680-34.9% | $4,528-18.3% |
| Admin fee / account holder | $230 | $343-33.0% | $13,210-98.3% | $348-33.9% |