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 | $21,204 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $16,781 |
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 | $28,599 | $46,966-39.1% | $185,117-84.6% | $69,631-58.9% |
| Participation rate | 75.0% | 65.3%+9.7pp | 77.3%-2.3pp | 70.7%+4.3pp |
| Annual return | 19.83% | 22.36%-2.5pp | 40.50%-20.7pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $1,132 | $1,360-16.8% | $4,182-72.9% | $2,032-44.3% |
| Participant deferral / active EE | $1,600 | $3,017-47.0% | $5,045-68.3% | $3,224-50.4% |
| Admin fee / account holder | $133 | $94+42.0% | $8,159-98.4% | $110+20.7% |