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 5-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 SERVICES4+ years Filed as: CBIZ RETIREMENT SOLUTIONS Service code 22 6050 OAK TREE BLVD - SUITE 500 · CLEVELAND, OH 44131 | Insurance Broker | $26,926 |
ALERUS FINANCIAL, N.A.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $23,516 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,091 | $210,408+16.0% | $153,485+59.0% | $145,922+67.3% |
| Participation rate | 94.1% | 82.1%+12.0pp | 77.1%+17.0pp | 80.3%+13.8pp |
| Annual return | 10.98% | 13.37%-2.4pp | 15.65%-4.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $21,179 | $6,048+250.2% | $5,039+320.3% | $4,660+354.5% |
| Participant deferral / active EE | $33,782 | $7,975+323.6% | $6,757+399.9% | $6,688+405.1% |
| Admin fee / account holder | $664 | $19,419-96.6% | $12,724-94.8% | $13,397-95.0% |