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 SERVICES3+ years Service code 13 · EIN 31-1582098 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Contract Administrator | $12,967 |
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $11,122 |
S.R. SNODGRASS, P.C.3+ years Service code 10 2100 CORPORATE DRIVE · WEXFORD, PA 150908399 | Accounting | $9,711 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,826 | $102,553-6.6% | $151,611-36.8% | $66,914+43.2% |
| Participation rate | 92.6% | 85.5%+7.1pp | 87.5%+5.1pp | 69.8%+22.8pp |
| Annual return | -3.08% | -10.82%+7.7pp | 3.33%-6.4pp | 1.58%-4.7pp |
| Employer contribution / active EE | $1,085 | $4,180-74.1% | $6,166-82.4% | $2,544-57.4% |
| Participant deferral / active EE | $3,818 | $6,641-42.5% | $8,363-54.4% | $4,237-9.9% |
| Admin fee / account holder | $120 | $630-80.9% | $11,616-99.0% | $593-79.7% |