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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $37,355 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 17 · EIN 81-3968784 | Pension Consulting | $13,133 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,916 | $79,124+17.4% | $60,874+52.6% | $64,808+43.4% |
| Participation rate | 89.9% | 77.7%+12.2pp | 73.1%+16.8pp | 71.5%+18.5pp |
| Annual return | -7.81% | -7.13%-0.7pp | 16.90%-24.7pp | 32.82%-40.6pp |
| Employer contribution / active EE | $3,420 | $3,050+12.1% | $2,701+26.6% | $2,506+36.5% |
| Participant deferral / active EE | $2,622 | $3,725-29.6% | $3,817-31.3% | $4,310-39.2% |
| Admin fee / account holder | $30 | $106-72.0% | $3,224-99.1% | $188-84.3% |