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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $8,840 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,051 | $46,173-39.2% | $170,442-83.5% | $69,631-59.7% |
| Participation rate | 46.8% | 63.9%-17.1pp | 83.6%-36.8pp | 70.7%-23.9pp |
| Annual return | 14.72% | 21.62%-6.9pp | 205.93%-191.2pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $437 | $1,610-72.8% | $5,433-92.0% | $2,032-78.5% |
| Participant deferral / active EE | $1,197 | $2,080-42.5% | $4,939-75.8% | $3,224-62.9% |
| Admin fee / account holder | $26 | $116-77.3% | $13,880-99.8% | $110-76.1% |