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 RETIREMENT PLAN SERVICES INC Service code 13 · EIN 31-1498244 13680 CLEVELAND AVE NW · UNIONTOWN, OH 44685 | Contract Administrator | $3,884 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer 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 | $64,187 | $43,550+47.4% | $63,517+1.1% | $52,331+22.7% |
| Participation rate | 72.0% | 65.7%+6.3pp | 71.0%+1.0pp | 68.1%+3.9pp |
| Annual return | 0.11% | 2.03%-1.9pp | -70.30%+70.4pp | 4.54%-4.4pp |
| Employer contribution / active EE | $179 | $1,351-86.8% | $2,322-92.3% | $1,882-90.5% |
| Participant deferral / active EE | $2,642 | $2,254+17.2% | $2,953-10.5% | $3,022-12.6% |
| Admin fee / account holder | $0 | $387-100.0% | $5,892-100.0% | $592-100.0% |