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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,969 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 P.O. BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $14,240 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $9,583 |
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 | $49,873 | $60,165-17.1% | $74,183-32.8% | $55,167-9.6% |
| Participation rate | 65.8% | 74.2%-8.4pp | 76.6%-10.9pp | 69.0%-3.2pp |
| Annual return | 11.44% | 10.00%+1.4pp | 17.74%-6.3pp | 169.23%-157.8pp |
| Employer contribution / active EE | $1,240 | $1,600-22.5% | $2,370-47.7% | $1,963-36.8% |
| Participant deferral / active EE | $2,074 | $2,973-30.2% | $3,550-41.6% | $3,054-32.1% |
| Admin fee / account holder | $213 | $419-49.3% | $5,586-96.2% | $504-57.8% |