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) | $16,265 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $3,366 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,937 | $124,414-84.0% | $115,157-82.7% | $67,579-70.5% |
| Participation rate | 59.9% | 58.1%+1.9pp | 75.9%-16.0pp | 71.3%-11.3pp |
| Annual return | 15.14% | 29.40%-14.3pp | 35.60%-20.5pp | 378.56%-363.4pp |
| Employer contribution / active EE | $0 | $1,454-100.0% | $3,179-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,745 | $2,331-25.1% | $4,168-58.1% | $3,539-50.7% |
| Admin fee / account holder | $61 | $361-83.0% | $7,088-99.1% | $142-56.9% |