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) | $44,250 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $29,237 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,980 | $69,305+15.4% | $82,313-2.8% | $69,631+14.9% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 13.86% | 21.47%-7.6pp | 25.88%-12.0pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $2,669 | $1,887+41.5% | $2,428+9.9% | $2,032+31.3% |
| Participant deferral / active EE | $4,514 | $3,568+26.5% | $3,706+21.8% | $3,224+40.0% |
| Admin fee / account holder | $35 | $97-63.6% | $5,608-99.4% | $110-68.0% |