See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ - INR Service code 27 · EIN 31-1582098 | Advisory (Plan) | $45,124 |
ASPIRE FINANCIAL SERVICES4 years Service code 64 · EIN 27-1033755 4010 BOY SCOUT BLVD · TAMPA, FL 33607 | Recordkeeping Fees | $41,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,092 | $46,292-26.4% | $143,757-76.3% | $64,808-47.4% |
| Participation rate | 61.8% | 64.2%-2.4pp | 80.3%-18.5pp | 71.5%-9.7pp |
| Annual return | -14.86% | -10.05%-4.8pp | -0.04%-14.8pp | 32.82%-47.7pp |
| Employer contribution / active EE | $936 | $1,910-51.0% | $4,951-81.1% | $2,506-62.7% |
| Participant deferral / active EE | $1,352 | $2,646-48.9% | $5,637-76.0% | $4,310-68.6% |
| Admin fee / account holder | $213 | $154+38.4% | $14,673-98.5% | $188+13.4% |