See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $8,764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,563 | $58,879-78.7% | $178,490-93.0% | $73,488-82.9% |
| Participation rate | 26.7% | 66.2%-39.5pp | 81.9%-55.2pp | 70.7%-43.9pp |
| Annual return | 12.86% | 24.86%-12.0pp | 151.07%-138.2pp | 28.51%-15.7pp |
| Employer contribution / active EE | $497 | $2,236-77.8% | $5,011-90.1% | $2,270-78.1% |
| Participant deferral / active EE | $1,132 | $2,567-55.9% | $5,202-78.2% | $3,740-69.7% |
| Admin fee / account holder | $72 | $400-82.0% | $13,984-99.5% | $513-86.0% |