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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 49 · EIN 52-1396995 | Other Services | $45,137 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,680 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,601 | $48,313+48.2% | $73,307-2.3% | $52,331+36.8% |
| Participation rate | 97.7% | 68.6%+29.1pp | 74.9%+22.8pp | 68.1%+29.6pp |
| Annual return | 3.72% | 3.85%-0.1pp | 5.67%-2.0pp | 4.54%-0.8pp |
| Employer contribution / active EE | $3,037 | $1,661+82.8% | $3,237-6.2% | $1,882+61.4% |
| Participant deferral / active EE | $6,629 | $4,189+58.3% | $4,991+32.8% | $3,022+119.3% |
| Admin fee / account holder | $47 | $404-88.4% | $5,637-99.2% | $592-92.1% |