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 SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $31,640 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $15,788 |
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 | $90,042 | $61,214+47.1% | $83,333+8.1% | $56,287+60.0% |
| Participation rate | 98.2% | 72.6%+25.6pp | 77.8%+20.4pp | 69.9%+28.3pp |
| Annual return | -4.40% | 0.42%-4.8pp | 10.63%-15.0pp | -9.96%+5.6pp |
| Employer contribution / active EE | $3,411 | $1,925+77.1% | $3,379+1.0% | $2,111+61.6% |
| Participant deferral / active EE | $8,223 | $5,091+61.5% | $5,565+47.8% | $3,350+145.5% |
| Admin fee / account holder | $204 | $512-60.0% | $7,510-97.3% | $521-60.8% |