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 5-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 55 · EIN 42-1445429 | Other Commissions | $38,730 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $29,000 |
Service code 55 · EIN 86-0588303 | Other Commissions | $11,598 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,500 | $56,638+98.6% | $169,368-33.6% | $74,419+51.2% |
| Participation rate | 47.7% | 67.5%-19.8pp | 77.1%-29.4pp | 70.7%-23.0pp |
| Annual return | 20.41% | 24.75%-4.3pp | 405.60%-385.2pp | 34.38%-14.0pp |
| Employer contribution / active EE | $876 | $2,027-56.8% | $4,013-78.2% | $2,637-66.8% |
| Participant deferral / active EE | $4,283 | $4,223+1.4% | $6,221-31.2% | $4,528-5.4% |
| Admin fee / account holder | $93 | $307-69.8% | $9,003-99.0% | $348-73.4% |