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 INVESTMENT ADVISORY SERVICES L Service code 27 PO BOX 645547 · CINCINNATI, OH 452645547 | Advisory (Plan) | $28,910 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,431 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $4,489 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $708 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,920 | $79,519-18.4% | $95,952-32.3% | $73,409-11.6% |
| Participation rate | 84.0% | 81.2%+2.8pp | 77.1%+6.9pp | 72.2%+11.8pp |
| Annual return | 19.55% | 19.20%+0.4pp | 91.61%-72.1pp | 59.29%-39.7pp |
| Employer contribution / active EE | $2,325 | $2,048+13.5% | $2,541-8.5% | $2,234+4.1% |
| Participant deferral / active EE | $3,885 | $4,138-6.1% | $4,167-6.8% | $3,805+2.1% |
| Admin fee / account holder | $199 | $184+7.7% | $6,795-97.1% | $158+25.7% |