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: CBIZMHM LLC Service code 16 · EIN 43-1947695 | Consulting | $5,756 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
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 | $69,748 | $60,165+15.9% | $74,183-6.0% | $55,167+26.4% |
| Participation rate | 67.5% | 74.2%-6.6pp | 76.6%-9.1pp | 69.0%-1.4pp |
| Annual return | 6.00% | 10.00%-4.0pp | 17.74%-11.7pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,657 | $1,600+3.6% | $2,370-30.1% | $1,963-15.6% |
| Participant deferral / active EE | $2,437 | $2,973-18.0% | $3,550-31.4% | $3,054-20.2% |
| Admin fee / account holder | $62 | $419-85.1% | $5,586-98.9% | $504-87.6% |