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 INC Service code 15 · EIN 52-1396995 | Recordkeeping | $89,600 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $22,088 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $112,494 | $62,543+79.9% | $83,333+35.0% | $55,725+101.9% |
| Participation rate | 92.5% | 78.4%+14.1pp | 77.8%+14.8pp | 70.9%+21.7pp |
| Annual return | -5.06% | 14.85%-19.9pp | 10.63%-15.7pp | 244.93%-250.0pp |
| Employer contribution / active EE | $5,919 | $2,427+143.9% | $3,379+75.2% | $2,078+184.8% |
| Participant deferral / active EE | $11,305 | $5,682+99.0% | $5,565+103.2% | $3,356+236.9% |
| Admin fee / account holder | $209 | $103+102.4% | $7,510-97.2% | $115+81.2% |