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 | $13,573 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 61 6050 OAK TREE BLVD · CLEVELAND, OH 44131 | Finders' fees / placement fees | $0 |
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 | $26,615 | $54,392-51.1% | $84,750-68.6% | $63,975-58.4% |
| Participation rate | 89.5% | 76.9%+12.6pp | 76.6%+12.9pp | 71.1%+18.3pp |
| Annual return | 9.57% | 611.38%-601.8pp | 22.78%-13.2pp | 48.65%-39.1pp |
| Employer contribution / active EE | $477 | $2,943-83.8% | $3,574-86.6% | $2,182-78.1% |
| Participant deferral / active EE | $3,464 | $2,593+33.6% | $3,712-6.7% | $3,356+3.2% |
| Admin fee / account holder | $69 | $136-49.0% | $5,332-98.7% | $70-1.7% |