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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 · EIN 52-1396995 | Consulting | $25,724 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,083 |
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 | $102,566 | $65,592+56.4% | $90,160+13.8% | $69,631+47.3% |
| Participation rate | 87.5% | 77.6%+9.9pp | 76.9%+10.6pp | 70.7%+16.8pp |
| Annual return | 16.44% | 57.10%-40.7pp | 34.88%-18.4pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $1,715 | $2,193-21.8% | $3,318-48.3% | $2,032-15.6% |
| Participant deferral / active EE | $3,782 | $5,257-28.1% | $5,288-28.5% | $3,224+17.3% |
| Admin fee / account holder | $102 | $86+19.3% | $5,943-98.3% | $110-7.5% |