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 |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $71,166 |
INNOVEST PORTFOLIO SOLUTIONS LLC11+ years Service code 27 · EIN 84-1612955 | Advisory (Plan) | $60,280 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 33-1498605 | Accounting | $22,800 |
Filed as: CBIZ B&I Service code 99 · EIN 31-1582098 | Other Fees | $16,319 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,973 | $119,446+159.5% | $150,045+106.6% | $85,563+262.3% |
| Participation rate | 96.0% | 75.4%+20.5pp | 82.3%+13.6pp | 66.0%+30.0pp |
| Annual return | 15.76% | 23.72%-8.0pp | 62.55%-46.8pp | 31.51%-15.8pp |
| Employer contribution / active EE | $14,976 | $4,078+267.2% | $4,693+219.1% | $2,654+464.4% |
| Participant deferral / active EE | $14,689 | $7,985+84.0% | $7,997+83.7% | $4,375+235.7% |
| Admin fee / account holder | $158 | $548-71.2% | $13,435-98.8% | $834-81.1% |