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 8-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 |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 99 · EIN 52-1396995 | Other Fees | $14,741 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 99 · EIN 81-3968784 | Other Fees | $5,634 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,317 | $99,957-61.7% | $149,696-74.4% | $73,488-47.9% |
| Participation rate | 76.0% | 75.7%+0.3pp | 82.5%-6.5pp | 70.7%+5.3pp |
| Annual return | 22.73% | 53.87%-31.1pp | 276.60%-253.9pp | 28.51%-5.8pp |
| Employer contribution / active EE | $1,976 | $3,191-38.1% | $4,644-57.4% | $2,270-12.9% |
| Participant deferral / active EE | $6,093 | $6,073+0.3% | $6,842-10.9% | $3,740+62.9% |
| Admin fee / account holder | $69 | $551-87.5% | $9,309-99.3% | $513-86.6% |