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 Service code 27 · EIN 31-1582098 | Advisory (Plan) | $52,659 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,164 |
Service code 10 · EIN 77-0051130 | Accounting | $30,900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,816 | $46,292-29.1% | $143,757-77.2% | $64,808-49.4% |
| Participation rate | 92.1% | 64.2%+27.9pp | 80.3%+11.8pp | 71.5%+20.7pp |
| Annual return | -15.15% | -10.05%-5.1pp | -0.04%-15.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $1,880 | $1,910-1.5% | $4,951-62.0% | $2,506-25.0% |
| Participant deferral / active EE | $3,422 | $2,646+29.3% | $5,637-39.3% | $4,310-20.6% |
| Admin fee / account holder | $156 | $154+1.2% | $14,673-98.9% | $188-17.1% |