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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,091 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $50,512 |
Filed as: CBIZ Service code 55 · EIN 31-1582098 | Other Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,088 | $56,485-23.7% | $185,823-76.8% | $86,799-50.4% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 14.63% | 118.04%-103.4pp | 122.05%-107.4pp | 97.91%-83.3pp |
| Employer contribution / active EE | $1,967 | $1,843+6.7% | $5,167-61.9% | $2,405-18.2% |
| Participant deferral / active EE | $3,928 | $2,553+53.8% | $5,568-29.5% | $4,131-4.9% |
| Admin fee / account holder | $62 | $150-58.5% | $16,237-99.6% | $170-63.4% |