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 |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 16 · EIN 52-1396995 | Consulting | $28,677 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,097 |
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 | $102,396 | $69,231+47.9% | $91,989+11.3% | $67,579+51.5% |
| Participation rate | 76.7% | 78.9%-2.2pp | 78.6%-2.0pp | 71.3%+5.4pp |
| Annual return | 23.11% | 32.03%-8.9pp | 69.02%-45.9pp | 378.56%-355.4pp |
| Employer contribution / active EE | $1,521 | $2,284-33.4% | $3,452-55.9% | $2,148-29.2% |
| Participant deferral / active EE | $3,351 | $5,854-42.8% | $5,923-43.4% | $3,539-5.3% |
| Admin fee / account holder | $115 | $107+7.2% | $7,743-98.5% | $142-19.1% |