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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $56,818 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $31,403 |
GURSEY SCHNEIDER LLP5 years Service code 10 · EIN 95-3309779 2121 AVENUE OF THE STARS · LOS ANGELES, CA 90067 | Accounting | $23,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,500 | $62,624-41.7% | $177,989-79.5% | $77,643-53.0% |
| Participation rate | 65.1% | 66.8%-1.7pp | 77.1%-12.0pp | 70.6%-5.5pp |
| Annual return | 14.29% | 16.16%-1.9pp | 294.48%-280.2pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,145 | $1,909-40.0% | $3,949-71.0% | $2,726-58.0% |
| Participant deferral / active EE | $1,825 | $4,219-56.7% | $6,276-70.9% | $4,647-60.7% |
| Admin fee / account holder | $222 | $386-42.5% | $10,363-97.9% | $430-48.4% |