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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,633 |
CBIZ RETIREMENT PLAN SERVICES9+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 55 · EIN 52-1396995 | Other Commissions | $52,875 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $23,940 |
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 | $43,025 | $40,385+6.5% | $80,569-46.6% | $74,419-42.2% |
| Participation rate | 93.1% | 47.4%+45.7pp | 67.0%+26.1pp | 70.7%+22.4pp |
| Annual return | 21.20% | 164.85%-143.7pp | 935.43%-914.2pp | 34.38%-13.2pp |
| Employer contribution / active EE | $2,154 | $1,496+44.0% | $2,723-20.9% | $2,637-18.3% |
| Participant deferral / active EE | $7,349 | $2,674+174.8% | $4,447+65.2% | $4,528+62.3% |
| Admin fee / account holder | $100 | $720-86.0% | $5,377-98.1% | $348-71.1% |