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 37 · EIN 04-2647786 | Loan Processing | $28,886 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $22,644 |
GURSEY SCHNEIDER LLP1 year Filed as: GURSEY SCHNEIDER Service code 10 · EIN 95-3309779 | Accounting | $12,372 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,216 | $48,471-37.7% | $182,532-83.4% | $67,579-55.3% |
| Participation rate | 73.2% | 67.2%+6.0pp | 78.0%-4.8pp | 71.3%+1.9pp |
| Annual return | 22.26% | 31.08%-8.8pp | 148.54%-126.3pp | 378.56%-356.3pp |
| Employer contribution / active EE | $1,348 | $1,461-7.7% | $4,076-66.9% | $2,148-37.2% |
| Participant deferral / active EE | $1,907 | $3,324-42.6% | $5,524-65.5% | $3,539-46.1% |
| Admin fee / account holder | $180 | $151+19.1% | $8,592-97.9% | $142+26.5% |