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 |
|---|---|---|
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $5,000 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,596 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 17 · EIN 81-3968784 | Pension Consulting | $1,920 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,274 | $65,322-64.4% | $70,449-67.0% | $73,488-68.3% |
| Participation rate | 98.8% | 77.0%+21.9pp | 75.1%+23.8pp | 70.7%+28.1pp |
| Annual return | 13.27% | 15.71%-2.4pp | 109.03%-95.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $978 | $2,460-60.2% | $2,737-64.2% | $2,270-56.9% |
| Participant deferral / active EE | $923 | $3,375-72.7% | $3,709-75.1% | $3,740-75.3% |
| Admin fee / account holder | $34 | $214-84.0% | $3,845-99.1% | $513-93.3% |