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 SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $51,740 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,798 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $105,937 | $48,471+118.6% | $182,532-42.0% | $67,579+56.8% |
| Participation rate | 91.6% | 67.2%+24.4pp | 78.0%+13.6pp | 71.3%+20.3pp |
| Annual return | 25.60% | 31.08%-5.5pp | 148.54%-122.9pp | 378.56%-353.0pp |
| Employer contribution / active EE | $381 | $1,461-73.9% | $4,076-90.6% | $2,148-82.2% |
| Participant deferral / active EE | $7,756 | $3,324+133.3% | $5,524+40.4% | $3,539+119.1% |
| Admin fee / account holder | $331 | $151+118.7% | $8,592-96.2% | $142+132.3% |