See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $110,555 |
Service code 16 · EIN 47-1966492 | Consulting | $29,337 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 16 · EIN 81-3968784 | Consulting | $9,092 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $75,110 | $88,890-15.5% | $102,423-26.7% | $77,643-3.3% |
| Participation rate | 97.1% | 80.9%+16.2pp | 76.5%+20.7pp | 70.6%+26.6pp |
| Annual return | 10.68% | 24.98%-14.3pp | 29.32%-18.6pp | 31.24%-20.6pp |
| Employer contribution / active EE | $578 | $2,698-78.6% | $3,023-80.9% | $2,726-78.8% |
| Participant deferral / active EE | $5,879 | $5,145+14.3% | $5,053+16.3% | $4,647+26.5% |
| Admin fee / account holder | $370 | $235+57.0% | $9,451-96.1% | $430-14.1% |