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 | $38,281 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 41-0746749 | Advisory (Plan) | $21,625 |
GURSEY SCHNEIDER LLP1 year Service code 10 · EIN 95-3309779 | Accounting | $15,289 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,871 | $56,152-50.4% | $185,823-85.0% | $73,409-62.0% |
| Participation rate | 75.9% | 67.6%+8.4pp | 78.0%-2.1pp | 72.2%+3.8pp |
| Annual return | 16.16% | 17.59%-1.4pp | 35.95%-19.8pp | 59.29%-43.1pp |
| Employer contribution / active EE | $1,403 | $1,532-8.4% | $4,087-65.7% | $2,234-37.2% |
| Participant deferral / active EE | $1,955 | $3,659-46.6% | $5,632-65.3% | $3,805-48.6% |
| Admin fee / account holder | $173 | $132+31.2% | $9,500-98.2% | $158+9.7% |