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 | $8,693 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 61 · EIN 52-1396995 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,113 | $75,388-56.1% | $123,544-73.2% | $55,725-40.6% |
| Participation rate | 69.0% | 75.7%-6.7pp | 82.3%-13.3pp | 70.9%-1.9pp |
| Annual return | -2.99% | 4.48%-7.5pp | 119.20%-122.2pp | 244.93%-247.9pp |
| Employer contribution / active EE | $1,564 | $3,063-48.9% | $4,628-66.2% | $2,078-24.7% |
| Participant deferral / active EE | $3,905 | $5,651-30.9% | $6,426-39.2% | $3,356+16.4% |
| Admin fee / account holder | $31 | $120-74.5% | $9,284-99.7% | $115-73.5% |