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 SERVICES1+ years Service code 13 · EIN 31-1582098 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Contract Administrator | $9,813 |
S.R. SNODGRASS, P.C.1+ years Service code 10 2100 CORPORATE DRIVE · WEXFORD, PA 150908399 | Accounting | $9,511 |
ALERUS FINANCIAL, N.A.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $8,473 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,992 | $136,307-20.0% | $177,821-38.7% | $73,488+48.3% |
| Participation rate | 97.3% | 86.1%+11.2pp | 87.7%+9.5pp | 70.7%+26.6pp |
| Annual return | 7.65% | 18.68%-11.0pp | 48.32%-40.7pp | 28.51%-20.9pp |
| Employer contribution / active EE | $1,314 | $3,712-64.6% | $5,918-77.8% | $2,270-42.1% |
| Participant deferral / active EE | $3,727 | $5,829-36.1% | $7,714-51.7% | $3,740-0.3% |
| Admin fee / account holder | $122 | $596-79.4% | $12,427-99.0% | $513-76.1% |