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 FINANCIAL SOLUTIONS INC Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $26,815 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,055 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $322 |
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 | $76,392 | $65,376+16.9% | $87,100-12.3% | $65,185+17.2% |
| Participation rate | 92.5% | 75.3%+17.2pp | 76.9%+15.7pp | 70.2%+22.3pp |
| Annual return | 19.70% | 31.27%-11.6pp | 28.19%-8.5pp | 29.38%-9.7pp |
| Employer contribution / active EE | $3,307 | $1,822+81.4% | $2,521+31.1% | $2,177+51.9% |
| Participant deferral / active EE | $5,087 | $3,388+50.1% | $4,049+25.6% | $3,514+44.8% |
| Admin fee / account holder | $233 | $520-55.2% | $7,497-96.9% | $847-72.5% |