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 | $23,767 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $15,229 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,189 | $78,672-46.4% | $109,143-61.3% | $85,850-50.9% |
| Participation rate | 91.4% | 68.3%+23.1pp | 75.9%+15.5pp | 69.3%+22.1pp |
| Annual return | 12.02% | 25.09%-13.1pp | 25.75%-13.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $3,328 | $2,735+21.7% | $3,722-10.6% | $2,565+29.7% |
| Participant deferral / active EE | $7,589 | $3,467+118.9% | $4,653+63.1% | $3,952+92.0% |
| Admin fee / account holder | $239 | $5,469-95.6% | $6,752-96.5% | $6,260-96.2% |