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: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $46,384 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $23,005 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,050 | $128,899-44.9% | $113,168-37.2% | $102,872-30.9% |
| Participation rate | 76.1% | 87.0%-10.9pp | 76.6%-0.5pp | 73.0%+3.1pp |
| Annual return | 21.35% | 15.88%+5.5pp | 24.27%-2.9pp | 19.06%+2.3pp |
| Employer contribution / active EE | $1,622 | $3,713-56.3% | $2,975-45.5% | $3,526-54.0% |
| Participant deferral / active EE | $6,252 | $6,787-7.9% | $5,107+22.4% | $5,535+12.9% |
| Admin fee / account holder | $110 | $129-14.9% | $12,068-99.1% | $292-62.3% |