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 | $39,680 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,100 |
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 | $40,902 | $62,928-35.0% | $172,739-76.3% | $67,579-39.5% |
| Participation rate | 99.7% | 64.5%+35.2pp | 82.6%+17.0pp | 71.3%+28.4pp |
| Annual return | 20.94% | 30.36%-9.4pp | 802.84%-781.9pp | 378.56%-357.6pp |
| Employer contribution / active EE | $2,705 | $1,636+65.3% | $5,143-47.4% | $2,148+25.9% |
| Participant deferral / active EE | $4,199 | $2,145+95.8% | $5,198-19.2% | $3,539+18.6% |
| Admin fee / account holder | $4 | $167-97.7% | $13,954-100.0% | $142-97.4% |