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: AMERITAS INVESTMENT CORP Service code 27 5900 O ST · LINCOLN, NE 68510 | Advisory (Plan) | $19,226 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ RETIREMENT PLAN SERVICES INC Service code 13 · EIN 31-1498244 13680 CLEVELAND AVE NW · UNIONTOWN, OH 44685 | Contract Administrator | $5,207 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,786 |
Service code 27 6504 BRIDGE POINT PKWY STE450 · AUSTIN, TX 78730 | Advisory (Plan) | $1,795 |
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 | $82,457 | $50,666+62.7% | $76,817+7.3% | $65,185+26.5% |
| Participation rate | 99.1% | 68.8%+30.3pp | 72.1%+27.0pp | 70.2%+28.9pp |
| Annual return | 19.91% | 28.51%-8.6pp | 1166.11%-1146.2pp | 29.38%-9.5pp |
| Employer contribution / active EE | $3,901 | $1,575+147.7% | $2,302+69.5% | $2,177+79.2% |
| Participant deferral / active EE | $4,266 | $2,647+61.2% | $3,336+27.9% | $3,514+21.4% |
| Admin fee / account holder | $91 | $463-80.3% | $6,420-98.6% | $847-89.2% |