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 52 · EIN 04-1590850 | Indirect Investment Fees | $69,067 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $31,589 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,502 | $54,320-21.8% | $67,652-37.2% | $52,331-18.8% |
| Participation rate | 74.0% | 73.6%+0.4pp | 75.7%-1.6pp | 68.1%+5.9pp |
| Annual return | 0.28% | 6.81%-6.5pp | 6625.04%-6624.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $943 | $1,544-38.9% | $2,266-58.4% | $1,882-49.9% |
| Participant deferral / active EE | $2,655 | $2,950-10.0% | $3,560-25.4% | $3,022-12.1% |
| Admin fee / account holder | $356 | $527-32.4% | $4,821-92.6% | $592-39.8% |