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 | $54,325 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $32,813 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,868 | $60,607-32.6% | $189,557-78.4% | $86,799-52.9% |
| Participation rate | 72.0% | 68.9%+3.1pp | 78.4%-6.5pp | 72.3%-0.3pp |
| Annual return | 15.05% | 65.18%-50.1pp | 64.17%-49.1pp | 97.91%-82.9pp |
| Employer contribution / active EE | $1,431 | $1,626-12.0% | $4,412-67.6% | $2,405-40.5% |
| Participant deferral / active EE | $4,014 | $3,895+3.1% | $6,174-35.0% | $4,131-2.8% |
| Admin fee / account holder | $176 | $159+10.9% | $9,807-98.2% | $170+3.8% |