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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 17 · EIN 81-3968784 | Pension Consulting | $31,680 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $22,300 |
ICE MILLER LLP1 year Filed as: ICE MILLER LEGAL COUNSEL Service code 17 · EIN 35-0874357 | Pension Consulting | $10,090 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $968 |
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 | $88,912 | $95,542-6.9% | $69,455+28.0% | $67,579+31.6% |
| Participation rate | 97.5% | 79.4%+18.1pp | 74.6%+22.8pp | 71.3%+26.2pp |
| Annual return | 15.36% | 17.67%-2.3pp | 28.97%-13.6pp | 378.56%-363.2pp |
| Employer contribution / active EE | $3,010 | $2,989+0.7% | $2,779+8.3% | $2,148+40.1% |
| Participant deferral / active EE | $2,505 | $3,263-23.2% | $3,535-29.1% | $3,539-29.2% |
| Admin fee / account holder | $35 | $90-61.2% | $3,839-99.1% | $142-75.5% |