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 |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 P.O. BOX 643792 · CINCINNATI, OH 45264 | Advisory (Plan) | $18,527 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $14,866 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,507 | $47,977+11.5% | $154,107-65.3% | $56,287-4.9% |
| Participation rate | 70.2% | 66.2%+4.0pp | 83.0%-12.9pp | 69.9%+0.3pp |
| Annual return | -3.60% | 3.54%-7.1pp | 735.12%-738.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $1,150 | $2,169-47.0% | $5,298-78.3% | $2,111-45.5% |
| Participant deferral / active EE | $3,771 | $2,392+57.6% | $5,081-25.8% | $3,350+12.6% |
| Admin fee / account holder | $324 | $438-26.0% | $13,411-97.6% | $521-37.8% |