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 9-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: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,397 |
Filed as: CBIZ RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 31-1582098 2377 CRENSHAW BOULEVARD, SUITE 350 · TORRANCE, CA 90503 | Recordkeeping | $630 |
Service code 22 · EIN 74-2794194 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,869 | $55,449-89.4% | $83,848-93.0% | $56,287-89.6% |
| Participation rate | 70.2% | 68.0%+2.2pp | 76.1%-5.9pp | 69.9%+0.4pp |
| Annual return | -13.68% | -1.38%-12.3pp | 850.88%-864.6pp | -9.96%-3.7pp |
| Employer contribution / active EE | $908 | $2,430-62.6% | $3,631-75.0% | $2,111-57.0% |
| Participant deferral / active EE | $1,414 | $2,935-51.8% | $4,082-65.3% | $3,350-57.8% |
| Admin fee / account holder | $47 | $656-92.8% | $5,478-99.1% | $521-90.9% |