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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,125 |
CBIZ RETIREMENT PLAN SERVICES7+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 55 · EIN 52-1396995 | Other Commissions | $44,919 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $10,920 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,220 | $41,647+3.8% | $96,139-55.0% | $86,799-50.2% |
| Participation rate | 94.4% | 50.2%+44.2pp | 68.4%+25.9pp | 72.3%+22.1pp |
| Annual return | 21.15% | 27.24%-6.1pp | 191.94%-170.8pp | 97.91%-76.8pp |
| Employer contribution / active EE | $1,853 | $1,318+40.6% | $2,797-33.7% | $2,405-23.0% |
| Participant deferral / active EE | $5,380 | $2,412+123.0% | $4,349+23.7% | $4,131+30.2% |
| Admin fee / account holder | $107 | $169-36.8% | $5,537-98.1% | $170-36.8% |