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 55 · EIN 52-1396995 | Other Commissions | $35,473 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,625 |
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 | $41,465 | $46,173-10.2% | $170,442-75.7% | $69,631-40.5% |
| Participation rate | 99.6% | 63.9%+35.7pp | 83.6%+16.0pp | 70.7%+28.9pp |
| Annual return | 16.85% | 21.62%-4.8pp | 205.93%-189.1pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $2,592 | $1,610+61.0% | $5,433-52.3% | $2,032+27.5% |
| Participant deferral / active EE | $3,761 | $2,080+80.8% | $4,939-23.9% | $3,224+16.7% |
| Admin fee / account holder | $3 | $116-97.1% | $13,880-100.0% | $110-97.0% |