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 | $52,078 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $39,881 |
ICE MILLER LLP2 years Filed as: ICE MILLER LEGAL COUNSEL Service code 17 · EIN 35-0874357 | Pension Consulting | $11,579 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $10,800 |
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 | $98,416 | $84,948+15.9% | $70,449+39.7% | $73,409+34.1% |
| Participation rate | 96.7% | 79.9%+16.8pp | 75.1%+21.7pp | 72.2%+24.5pp |
| Annual return | 11.70% | 13.39%-1.7pp | 109.03%-97.3pp | 59.29%-47.6pp |
| Employer contribution / active EE | $1,929 | $2,834-31.9% | $2,737-29.5% | $2,234-13.6% |
| Participant deferral / active EE | $2,835 | $3,387-16.3% | $3,709-23.6% | $3,805-25.5% |
| Admin fee / account holder | $65 | $98-34.0% | $3,845-98.3% | $158-59.0% |