See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 17 · EIN 52-1396995 6050 OAK TREE BOULEVARD 500 · CLEVELAND, OH 441316951 | Pension Consulting | $20,250 |
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 | $111,511 | $68,408+63.0% | $57,179+95.0% | $57,658+93.4% |
| Participation rate | 98.5% | 79.1%+19.3pp | 75.3%+23.1pp | 70.2%+28.2pp |
| Annual return | 13.67% | 8.51%+5.2pp | 14.59%-0.9pp | 5.13%+8.5pp |
| Employer contribution / active EE | $4,660 | $2,869+62.4% | $2,682+73.7% | $1,974+136.1% |
| Participant deferral / active EE | $3,900 | $2,903+34.3% | $3,096+26.0% | $3,061+27.4% |
| Admin fee / account holder | $36 | $70-48.2% | $3,139-98.9% | $95-61.8% |