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 SOL. INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $11,494 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,344 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,882 | $155,795-74.4% | $136,294-70.7% | $69,631-42.7% |
| Participation rate | 65.3% | 75.2%-10.0pp | 81.9%-16.6pp | 70.7%-5.4pp |
| Annual return | 18.36% | 232464.33%-232446.0pp | 5155.94%-5137.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $1,664 | $2,991-44.4% | $4,695-64.6% | $2,032-18.1% |
| Participant deferral / active EE | $2,182 | $5,394-59.5% | $6,247-65.1% | $3,224-32.3% |
| Admin fee / account holder | $21 | $128-84.0% | $9,243-99.8% | $110-81.4% |