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 27 · EIN 52-1396995 | Advisory (Plan) | $44,252 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $22,961 |
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 | $69,769 | $63,905+9.2% | $74,183-6.0% | $57,658+21.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 6.22% | 60.60%-54.4pp | 17.74%-11.5pp | 5.13%+1.1pp |
| Employer contribution / active EE | $2,596 | $1,840+41.1% | $2,370+9.5% | $1,974+31.5% |
| Participant deferral / active EE | $4,353 | $3,448+26.2% | $3,550+22.6% | $3,061+42.2% |
| Admin fee / account holder | $100 | $91+10.0% | $5,586-98.2% | $95+6.0% |