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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $59,136 |
Filed as: CBIZ CPAS P.C. Service code 50 12993 COLLECTIONS CENTER DR · CHICAGO, IL 60693 | Direct Payment | $8,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,446 | $29,548-30.8% | $56,411-63.8% | $77,643-73.7% |
| Participation rate | 51.4% | 32.7%+18.7pp | 52.5%-1.1pp | 70.6%-19.2pp |
| Annual return | 10.24% | 19.01%-8.8pp | 1701.33%-1691.1pp | 31.24%-21.0pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $584 | $1,061-45.0% | $1,952-70.1% | $4,647-87.4% |
| Admin fee / account holder | $157 | $1,046-85.0% | $2,829-94.4% | $430-63.5% |