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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,935 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $14,242 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,170 | $55,449-16.7% | $83,848-44.9% | $56,287-18.0% |
| Participation rate | 79.7% | 68.0%+11.7pp | 76.1%+3.5pp | 69.9%+9.8pp |
| Annual return | -3.09% | -1.38%-1.7pp | 850.88%-854.0pp | -9.96%+6.9pp |
| Employer contribution / active EE | $4,398 | $2,430+80.9% | $3,631+21.1% | $2,111+108.3% |
| Participant deferral / active EE | $5,555 | $2,935+89.2% | $4,082+36.1% | $3,350+65.8% |
| Admin fee / account holder | $264 | $656-59.7% | $5,478-95.2% | $521-49.2% |