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 | $40,513 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $31,558 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $12,290 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,630 | $56,638-33.6% | $169,368-77.8% | $74,419-49.4% |
| Participation rate | 70.8% | 67.5%+3.3pp | 77.1%-6.4pp | 70.7%0pp |
| Annual return | 18.84% | 24.75%-5.9pp | 405.60%-386.8pp | 34.38%-15.5pp |
| Employer contribution / active EE | $1,495 | $2,027-26.2% | $4,013-62.7% | $2,637-43.3% |
| Participant deferral / active EE | $2,291 | $4,223-45.7% | $6,221-63.2% | $4,528-49.4% |
| Admin fee / account holder | $212 | $307-30.9% | $9,003-97.6% | $348-39.1% |