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 | $44,795 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,148 | $52,293-13.7% | $178,490-74.7% | $73,409-38.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 16.53% | 34.75%-18.2pp | 151.07%-134.5pp | 59.29%-42.8pp |
| Employer contribution / active EE | $2,712 | $1,735+56.3% | $5,011-45.9% | $2,234+21.4% |
| Participant deferral / active EE | $4,580 | $2,332+96.4% | $5,202-11.9% | $3,805+20.4% |
| Admin fee / account holder | $5 | $127-96.3% | $13,984-100.0% | $158-97.0% |