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 99 · EIN 52-1396995 | Other Fees | $22,080 |
Service code 99 · EIN 31-1582098 | Other Fees | $17,691 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,437 | $70,587+94.7% | $124,672+10.2% | $85,850+60.1% |
| Participation rate | 98.7% | 64.4%+34.3pp | 74.6%+24.1pp | 69.3%+29.4pp |
| Annual return | 14.52% | 20688.83%-20674.3pp | 5142.93%-5128.4pp | 318.53%-304.0pp |
| Employer contribution / active EE | $6,037 | $1,913+215.5% | $3,324+81.7% | $2,565+135.4% |
| Participant deferral / active EE | $9,836 | $2,969+231.3% | $4,614+113.2% | $3,952+148.9% |
| Admin fee / account holder | $413 | $5,282-92.2% | $7,493-94.5% | $6,260-93.4% |