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 | $13,200 |
SUTTLE & STALNAKER, PLLC1 year Service code 10 · EIN 55-0538163 453 SUNCREST TOWNE CENTER DRIVE · MORGANTOWN, WV 26505 | Accounting | $6,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,368 | $54,701-75.6% | $86,188-84.5% | $71,457-81.3% |
| Participation rate | 96.0% | 60.1%+35.9pp | 69.0%+27.0pp | 67.9%+28.0pp |
| Annual return | -8.53% | 20.06%-28.6pp | 1168.45%-1177.0pp | 28.85%-37.4pp |
| Employer contribution / active EE | $2,016 | $1,265+59.4% | $2,380-15.3% | $2,588-22.1% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $3,985-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,922-100.0% | $6,852-100.0% | $1,587-100.0% |