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 27 · EIN 52-1396995 | Advisory (Plan) | $30,218 |
Filed as: CBIZ Service code 99 · EIN 31-1582098 | Other Fees | $8,321 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,559 |
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 | $107,668 | $58,083+85.4% | $80,019+34.6% | $56,287+91.3% |
| Participation rate | 99.6% | 73.6%+26.0pp | 75.8%+23.8pp | 69.9%+29.7pp |
| Annual return | -3.85% | 34.61%-38.5pp | 11.22%-15.1pp | -9.96%+6.1pp |
| Employer contribution / active EE | $7,180 | $1,932+271.6% | $2,468+190.9% | $2,111+240.1% |
| Participant deferral / active EE | $6,255 | $3,135+99.5% | $3,686+69.7% | $3,350+86.7% |
| Admin fee / account holder | $174 | $623-72.0% | $6,521-97.3% | $521-66.5% |