Filed November 14, 2017
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 INC. Service code 99 · EIN 52-1396995 | Other Fees | $51,198 |
BKD, LLP5+ years Service code 10 · EIN 44-0160260 | Accounting | $11,300 |
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 | $125,955 | $95,542+31.8% | $69,455+81.3% | $67,579+86.4% |
| Participation rate | 99.0% | 79.4%+19.7pp | 74.6%+24.4pp | 71.3%+27.8pp |
| Annual return | 17.54% | 17.67%-0.1pp | 28.97%-11.4pp | 378.56%-361.0pp |
| Employer contribution / active EE | $3,696 | $2,989+23.7% | $2,779+33.0% | $2,148+72.1% |
| Participant deferral / active EE | $4,640 | $3,263+42.2% | $3,535+31.2% | $3,539+31.1% |
| Admin fee / account holder | $201 | $90+123.9% | $3,839-94.8% | $142+41.3% |