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 | $26,434 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $18,058 |
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 | $53,058 | $76,670-30.8% | $96,683-45.1% | $71,457-25.7% |
| Participation rate | 82.4% | 66.6%+15.8pp | 74.3%+8.1pp | 67.9%+14.5pp |
| Annual return | 26.45% | 48.29%-21.8pp | 35.69%-9.2pp | 28.85%-2.4pp |
| Employer contribution / active EE | $1,691 | $3,031-44.2% | $3,737-54.7% | $2,588-34.6% |
| Participant deferral / active EE | $6,982 | $3,771+85.1% | $4,878+43.1% | $4,289+62.8% |
| Admin fee / account holder | $268 | $2,028-86.8% | $6,730-96.0% | $1,587-83.1% |