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 SERVICES1+ years Service code 13 · EIN 31-1498244 | Contract Administrator | $0 |
Service code 15 · EIN 01-0233334 | Recordkeeping | $0 |
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 | $52,946 | $54,380-2.6% | $68,509-22.7% | $59,632-11.2% |
| Participation rate | 99.0% | 70.2%+28.8pp | 74.7%+24.2pp | 68.7%+30.3pp |
| Annual return | -1.64% | 2.83%-4.5pp | 8.27%-9.9pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $2,056 | $1,539+33.7% | $2,278-9.7% | $2,203-6.6% |
| Participant deferral / active EE | $1,120 | $2,643-57.6% | $3,382-66.9% | $3,192-64.9% |
| Admin fee / account holder | $5 | $3,885-99.9% | $5,275-99.9% | $4,297-99.9% |