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 6-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 37 · EIN 35-0145825 | Loan Processing | $116,268 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 60673 | Contract Administrator | $14,526 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $9,884 |
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 | $91,124 | $86,225+5.7% | $146,665-37.9% | $86,799+5.0% |
| Participation rate | 99.4% | 78.0%+21.4pp | 80.1%+19.3pp | 72.3%+27.1pp |
| Annual return | 16.29% | 31.23%-14.9pp | 22.74%-6.5pp | 97.91%-81.6pp |
| Employer contribution / active EE | $5,537 | $2,392+131.5% | $4,136+33.9% | $2,405+130.2% |
| Participant deferral / active EE | $7,625 | $4,245+79.6% | $5,506+38.5% | $4,131+84.6% |
| Admin fee / account holder | $25 | $195-87.3% | $10,280-99.8% | $170-85.4% |