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 | $19,733 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $14,683 |
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 | $66,162 | $51,620+28.2% | $90,281-26.7% | $65,185+1.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 23.69% | 24.94%-1.2pp | 78.10%-54.4pp | 29.38%-5.7pp |
| Employer contribution / active EE | $12,024 | $2,235+438.1% | $2,854+321.3% | $2,177+452.4% |
| Participant deferral / active EE | $9,613 | $2,871+234.9% | $3,885+147.4% | $3,514+173.6% |
| Admin fee / account holder | $151 | $384-60.7% | $5,351-97.2% | $847-82.2% |