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 Service code 28 · EIN 52-1396995 | Investment Management | $22,655 |
RSM US LLP1+ years Filed as: MCGLADREY Service code 10 · EIN 42-0714325 | Accounting | $6,090 |
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 | $53,645 | $67,166-20.1% | $57,343-6.4% | $55,191-2.8% |
| Participation rate | 75.4% | 77.7%-2.3pp | 75.1%+0.3pp | 69.2%+6.3pp |
| Annual return | 22.26% | 4.22%+18.0pp | 24.39%-2.1pp | 10.78%+11.5pp |
| Employer contribution / active EE | $3,481 | $2,812+23.8% | $2,689+29.5% | $1,899+83.3% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,162-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |