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: CIBC Service code 27 · EIN 36-3722148 | Advisory (Plan) | $35,495 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,297 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $101,636 | $66,302+53.3% | $110,238-7.8% | $56,287+80.6% |
| Participation rate | 80.3% | 74.9%+5.4pp | 79.8%+0.5pp | 69.9%+10.5pp |
| Annual return | -4.61% | -1.18%-3.4pp | 314.74%-319.4pp | -9.96%+5.3pp |
| Employer contribution / active EE | $470 | $2,047-77.0% | $3,826-87.7% | $2,111-77.7% |
| Participant deferral / active EE | $7,336 | $3,381+117.0% | $4,672+57.0% | $3,350+119.0% |
| Admin fee / account holder | $60 | $698-91.4% | $8,547-99.3% | $521-88.5% |