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 13 · EIN 42-0127290 | Contract Administrator | $52,804 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $26,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,503 | $55,415-12.5% | $155,509-68.8% | $74,495-34.9% |
| Participation rate | 67.7% | 61.9%+5.8pp | 78.2%-10.5pp | 67.2%+0.5pp |
| Annual return | 24.25% | 268.50%-244.2pp | 64.67%-40.4pp | 1364.94%-1340.7pp |
| Employer contribution / active EE | $1,718 | $2,267-24.2% | $4,672-63.2% | $2,623-34.5% |
| Participant deferral / active EE | $4,160 | $2,836+46.7% | $5,626-26.1% | $4,346-4.3% |
| Admin fee / account holder | $383 | $1,738-78.0% | $15,912-97.6% | $1,942-80.3% |