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 13-5674085 | Indirect Investment Fees | $16,300 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ MHM, LLC Service code 15 · EIN 22-2769024 | Recordkeeping | $7,175 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,425 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $17,336 | $52,519-67.0% | $155,790-88.9% | $59,632-70.9% |
| Participation rate | 58.7% | 61.7%-3.0pp | 76.1%-17.4pp | 68.7%-9.9pp |
| Annual return | -1.54% | 53.51%-55.1pp | 71.54%-73.1pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $411 | $1,589-74.1% | $3,836-89.3% | $2,203-81.3% |
| Participant deferral / active EE | $2,716 | $3,084-11.9% | $4,797-43.4% | $3,192-14.9% |
| Admin fee / account holder | $112 | $3,540-96.8% | $7,478-98.5% | $4,297-97.4% |