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 | $27,573 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $24,939 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,310 | $42,810-33.9% | $169,463-83.3% | $55,725-49.2% |
| Participation rate | 73.5% | 64.7%+8.8pp | 77.8%-4.3pp | 70.9%+2.6pp |
| Annual return | -5.63% | -3.61%-2.0pp | 1.83%-7.5pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,209 | $1,402-13.8% | $4,159-70.9% | $2,078-41.8% |
| Participant deferral / active EE | $1,759 | $3,141-44.0% | $5,277-66.7% | $3,356-47.6% |
| Admin fee / account holder | $178 | $106+67.2% | $9,109-98.0% | $115+54.5% |