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 | $45,249 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $9,625 |
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 | $74,918 | $66,124+13.3% | $90,404-17.1% | $73,488+1.9% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 17.67% | 17.65%0pp | 1293.02%-1275.3pp | 28.51%-10.8pp |
| Employer contribution / active EE | $11,024 | $2,346+369.8% | $3,262+238.0% | $2,270+385.6% |
| Participant deferral / active EE | $9,248 | $3,039+204.3% | $3,963+133.3% | $3,740+147.3% |
| Admin fee / account holder | $151 | $396-62.0% | $5,611-97.3% | $513-70.6% |