See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANCIAL SOL. INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $8,455 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,953 | $62,928-47.6% | $172,739-80.9% | $67,579-51.2% |
| Participation rate | 43.1% | 64.5%-21.4pp | 82.6%-39.5pp | 71.3%-28.2pp |
| Annual return | 26.08% | 30.36%-4.3pp | 802.84%-776.8pp | 378.56%-352.5pp |
| Employer contribution / active EE | $421 | $1,636-74.3% | $5,143-91.8% | $2,148-80.4% |
| Participant deferral / active EE | $1,263 | $2,145-41.1% | $5,198-75.7% | $3,539-64.3% |
| Admin fee / account holder | $32 | $167-81.0% | $13,954-99.8% | $142-77.8% |