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 SERVICES6+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $57,450 |
Service code 37 · EIN 04-2647786 | Loan Processing | $750 |
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 | $128,970 | $62,132+107.6% | $185,823-30.6% | $73,488+75.5% |
| Participation rate | 89.6% | 67.8%+21.8pp | 78.0%+11.6pp | 70.7%+18.9pp |
| Annual return | 19.37% | 20.44%-1.1pp | 35.95%-16.6pp | 28.51%-9.1pp |
| Employer contribution / active EE | $409 | $1,681-75.7% | $4,087-90.0% | $2,270-82.0% |
| Participant deferral / active EE | $7,898 | $3,711+112.8% | $5,632+40.2% | $3,740+111.2% |
| Admin fee / account holder | $210 | $419-49.9% | $9,500-97.8% | $513-59.1% |