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 | $24,234 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $15,927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,014 | $64,119-28.2% | $112,228-59.0% | $66,914-31.2% |
| Participation rate | 62.1% | 68.5%-6.3pp | 75.1%-12.9pp | 69.8%-7.7pp |
| Annual return | -15.17% | -13.81%-1.4pp | 27.45%-42.6pp | 1.58%-16.8pp |
| Employer contribution / active EE | $3,306 | $3,005+10.0% | $3,635-9.0% | $2,544+29.9% |
| Participant deferral / active EE | $5,315 | $3,693+43.9% | $4,728+12.4% | $4,237+25.5% |
| Admin fee / account holder | $277 | $625-55.7% | $6,410-95.7% | $593-53.3% |