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 99 · EIN 52-1396995 | Other Fees | $1,783 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,352 | $47,977-11.7% | $154,107-72.5% | $56,287-24.8% |
| Participation rate | 68.9% | 66.2%+2.7pp | 83.0%-14.2pp | 69.9%-1.0pp |
| Annual return | -3.63% | 3.54%-7.2pp | 735.12%-738.7pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,425 | $2,169-34.3% | $5,298-73.1% | $2,111-32.5% |
| Participant deferral / active EE | $2,625 | $2,392+9.7% | $5,081-48.3% | $3,350-21.6% |
| Admin fee / account holder | $45 | $438-89.8% | $13,411-99.7% | $521-91.4% |