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 |
|---|---|---|
SCHNEIDER DOWNS & CO., INC.6+ years Service code 10 · EIN 25-1408703 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Accounting | $18,800 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 6050 OAK TREE BOULEVARD SUITE 500 · CLEVELAND, OH 441316951 | Advisory (Plan) | $13,500 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 17 · EIN 52-1396995 6050 OAK TREE BOULEVARD SUITE 500 · CLEVELAND, OH 441316951 | Pension Consulting | $6,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,744 | $84,948+73.9% | $70,449+109.7% | $73,409+101.3% |
| Participation rate | 98.1% | 79.9%+18.2pp | 75.1%+23.0pp | 72.2%+25.9pp |
| Annual return | 14.00% | 13.39%+0.6pp | 109.03%-95.0pp | 59.29%-45.3pp |
| Employer contribution / active EE | $4,676 | $2,834+65.0% | $2,737+70.9% | $2,234+109.4% |
| Participant deferral / active EE | $4,241 | $3,387+25.2% | $3,709+14.4% | $3,805+11.4% |
| Admin fee / account holder | $62 | $98-36.6% | $3,845-98.4% | $158-60.6% |