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 | $22,114 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $15,388 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,621 | $63,114-29.3% | $92,893-52.0% | $65,185-31.5% |
| Participation rate | 78.9% | 68.8%+10.1pp | 76.0%+2.9pp | 70.2%+8.7pp |
| Annual return | 19.14% | 28.75%-9.6pp | 109.41%-90.3pp | 29.38%-10.2pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,091 | $3,108+63.8% | $4,236+20.2% | $3,514+44.9% |
| Admin fee / account holder | $280 | $624-55.1% | $5,794-95.2% | $847-67.0% |