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 |
|---|---|---|
NATIONWIDE5+ years Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $15,517 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 99 · EIN 52-1396995 DBA CBIZ RETIREMENT PLAN ADVISOR · CINCINNATI, OH 45264 | Other Fees | $14,354 |
MGKS2 years Service code 15 · EIN 86-1001235 6530 N 16TH STREET · PHOENIX, AZ 85016 | Recordkeeping | $9,000 |
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 | $19,039 | $52,953-64.0% | $172,739-89.0% | $65,185-70.8% |
| Participation rate | 72.3% | 66.2%+6.1pp | 82.6%-10.3pp | 70.2%+2.1pp |
| Annual return | 19.80% | 30.12%-10.3pp | 802.84%-783.0pp | 29.38%-9.6pp |
| Employer contribution / active EE | $1,214 | $2,190-44.6% | $5,143-76.4% | $2,177-44.2% |
| Participant deferral / active EE | $2,629 | $2,471+6.4% | $5,198-49.4% | $3,514-25.2% |
| Admin fee / account holder | $85 | $472-82.0% | $13,954-99.4% | $847-90.0% |