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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $26,709 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,759 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,662 | $44,229-44.2% | $155,790-84.2% | $55,191-55.3% |
| Participation rate | 61.5% | 60.8%+0.7pp | 76.1%-14.6pp | 69.2%-7.7pp |
| Annual return | -1.99% | 0.37%-2.4pp | 71.54%-73.5pp | 10.78%-12.8pp |
| Employer contribution / active EE | $887 | $1,317-32.7% | $3,836-76.9% | $1,899-53.3% |
| Participant deferral / active EE | $1,321 | $2,851-53.7% | $4,797-72.5% | $3,046-56.6% |
| Admin fee / account holder | $179 | $86+107.6% | $7,478-97.6% | $91+97.1% |