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 FINANCIAL SOLUTIONS Service code 99 · EIN 52-1396995 | Other Fees | $2,180 |
Filed as: CBIZ BENEFITS AND INS SERVICES Service code 99 · EIN 31-1582098 | Other Fees | $1,308 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,635 | $37,426-18.1% | $77,482-60.5% | $79,858-61.6% |
| Participation rate | 10.0% | 41.5%-31.5pp | 54.2%-44.2pp | 69.6%-59.6pp |
| Annual return | 10.75% | 39.70%-29.0pp | 54.79%-44.0pp | 31.71%-21.0pp |
| Employer contribution / active EE | $199 | $637-68.8% | $986-79.8% | $2,471-92.0% |
| Participant deferral / active EE | $369 | $1,260-70.7% | $1,861-80.2% | $3,740-90.1% |
| Admin fee / account holder | $205 | $2,504-91.8% | $2,858-92.8% | $5,306-96.1% |