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 | $19,444 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 | Other Services | $2,897 |
Filed as: CBIZ BENEFIT & INSURANCE SERVICES Service code 13 · EIN 71-0294708 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,209 | $73,867-2.2% | $143,757-49.8% | $68,494+5.4% |
| Participation rate | 65.3% | 66.7%-1.4pp | 80.3%-15.0pp | 67.9%-2.6pp |
| Annual return | -15.43% | 1.01%-16.4pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $88 | $3,184-97.2% | $4,951-98.2% | $2,596-96.6% |
| Participant deferral / active EE | $3,937 | $3,384+16.3% | $5,637-30.2% | $4,027-2.2% |
| Admin fee / account holder | $149 | $5,755-97.4% | $14,673-99.0% | $5,403-97.2% |