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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,490 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $15,045 |
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 | $58,793 | $122,709-52.1% | $88,497-33.6% | $57,658+2.0% |
| Participation rate | 90.3% | 89.9%+0.4pp | 82.4%+7.9pp | 70.2%+20.1pp |
| Annual return | 12.68% | 10.63%+2.1pp | 7.63%+5.1pp | 5.13%+7.6pp |
| Employer contribution / active EE | $3,281 | $4,531-27.6% | $4,036-18.7% | $1,974+66.3% |
| Participant deferral / active EE | $6,299 | $6,704-6.0% | $4,899+28.6% | $3,061+105.8% |
| Admin fee / account holder | $148 | $93+59.8% | $6,220-97.6% | $95+56.6% |