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 |
|---|---|---|
Filed as: CBIZ MHM, LLC Service code 13 · EIN 34-1862269 50 BALTIMORE STREET, 4TH FLOOR · CUMBERLAND, MD 21502 | Contract Administrator | $19,830 |
YOUNT, HYDE & BARBOUR, P.C.2 years Filed as: YOUNT, HYDE AND BARBOUR, P.C. Service code 10 · EIN 54-1149263 50 S. CAMERON ST. · WINCHESTER, VA 22601 | Accounting | $6,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,567 | $49,451-74.6% | $79,550-84.2% | $66,914-81.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | -11.11% | 84.25%-95.4pp | 0.16%-11.3pp | 1.58%-12.7pp |
| Employer contribution / active EE | $1,953 | $1,266+54.3% | $2,413-19.1% | $2,544-23.2% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,237-100.0% |
| Admin fee / account holder | $161 | $595-73.0% | $6,832-97.6% | $593-72.9% |