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 | $20,296 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $11,537 |
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).
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 | $48,971 | $72,277-32.2% | $101,248-51.6% | $79,858-38.7% |
| Participation rate | 81.3% | 68.5%+12.9pp | 75.8%+5.5pp | 69.6%+11.7pp |
| Annual return | 11.14% | 22.30%-11.2pp | 46.47%-35.3pp | 31.71%-20.6pp |
| Employer contribution / active EE | $8 | $2,692-99.7% | $3,660-99.8% | $2,471-99.7% |
| Participant deferral / active EE | $6,713 | $3,282+104.6% | $4,370+53.6% | $3,740+79.5% |
| Admin fee / account holder | $274 | $4,400-93.8% | $5,945-95.4% | $5,306-94.8% |