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 | $50,677 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $31,788 |
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 | $82,935 | $63,745+30.1% | $98,442-15.8% | $79,386+4.5% |
| Participation rate | 99.5% | 69.9%+29.7pp | 73.3%+26.2pp | 70.7%+28.8pp |
| Annual return | 18.01% | 625.80%-607.8pp | 1492.73%-1474.7pp | 116.85%-98.8pp |
| Employer contribution / active EE | $12,410 | $2,557+385.4% | $2,960+319.3% | $2,427+411.2% |
| Participant deferral / active EE | $10,695 | $3,303+223.8% | $4,276+150.1% | $4,046+164.4% |
| Admin fee / account holder | $197 | $516-61.7% | $5,949-96.7% | $626-68.5% |