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 Service code 99 · EIN 52-1396995 | Other Fees | $17,529 |
Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 20-1876798 | Contract Administrator | $5,783 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $59,640 | $52,953+12.6% | $172,739-65.5% | $65,185-8.5% |
| Participation rate | 56.4% | 66.2%-9.8pp | 82.6%-26.2pp | 70.2%-13.8pp |
| Annual return | 22.16% | 30.12%-8.0pp | 802.84%-780.7pp | 29.38%-7.2pp |
| Employer contribution / active EE | $633 | $2,190-71.1% | $5,143-87.7% | $2,177-70.9% |
| Participant deferral / active EE | $3,708 | $2,471+50.1% | $5,198-28.7% | $3,514+5.5% |
| Admin fee / account holder | $171 | $472-63.7% | $13,954-98.8% | $847-79.8% |