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 | $15,842 |
Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 20-1876798 | Contract Administrator | $6,745 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,853 |
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 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 | $69,029 | $58,879+17.2% | $178,490-61.3% | $73,488-6.1% |
| Participation rate | 55.8% | 66.2%-10.4pp | 81.9%-26.1pp | 70.7%-14.8pp |
| Annual return | 13.62% | 24.86%-11.2pp | 151.07%-137.4pp | 28.51%-14.9pp |
| Employer contribution / active EE | $645 | $2,236-71.1% | $5,011-87.1% | $2,270-71.6% |
| Participant deferral / active EE | $3,608 | $2,567+40.6% | $5,202-30.6% | $3,740-3.5% |
| Admin fee / account holder | $156 | $400-61.0% | $13,984-98.9% | $513-69.5% |