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 16 · EIN 52-1396995 | Consulting | $34,525 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,281 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUT Service code 16 · EIN 52-1396995 | Consulting | $11,548 |
REHMANN ROBSON3+ years Service code 10 · EIN 38-3567911 | Accounting | $8,700 |
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 | $71,382 | $155,795-54.2% | $136,294-47.6% | $69,631+2.5% |
| Participation rate | 97.5% | 75.2%+22.2pp | 81.9%+15.6pp | 70.7%+26.8pp |
| Annual return | 20.23% | 232464.33%-232444.1pp | 5155.94%-5135.7pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $1,762 | $2,991-41.1% | $4,695-62.5% | $2,032-13.3% |
| Participant deferral / active EE | $6,416 | $5,394+19.0% | $6,247+2.7% | $3,224+99.0% |
| Admin fee / account holder | $90 | $128-29.6% | $9,243-99.0% | $110-18.3% |