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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $56,521 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $47,740 |
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 | $143,579 | $83,884+71.2% | $64,056+124.1% | $74,419+92.9% |
| Participation rate | 97.7% | 76.6%+21.0pp | 72.3%+25.4pp | 70.7%+26.9pp |
| Annual return | 12.80% | 16.57%-3.8pp | 33.69%-20.9pp | 34.38%-21.6pp |
| Employer contribution / active EE | $4,428 | $3,084+43.6% | $2,747+61.2% | $2,637+67.9% |
| Participant deferral / active EE | $4,128 | $3,692+11.8% | $3,880+6.4% | $4,528-8.8% |
| Admin fee / account holder | $240 | $196+22.3% | $3,068-92.2% | $348-31.1% |