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: GREAT WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $37,718 |
PARK AVENUE SECURITIES LLC2 years Filed as: PARK AVENUE SECURITIES Service code 55 7 HANOVER SQUARE H4D · NEW YORK, NY 10004 | Other Commissions | $9,252 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 | Contract Administrator | $4,151 |
Filed as: CBIZ BENEFITS & INS INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $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 | $25,862 | $52,953-51.2% | $172,739-85.0% | $65,185-60.3% |
| Participation rate | 85.9% | 66.2%+19.7pp | 82.6%+3.3pp | 70.2%+15.7pp |
| Annual return | 18.23% | 30.12%-11.9pp | 802.84%-784.6pp | 29.38%-11.2pp |
| Employer contribution / active EE | $1,679 | $2,190-23.3% | $5,143-67.4% | $2,177-22.9% |
| Participant deferral / active EE | $2,327 | $2,471-5.8% | $5,198-55.2% | $3,514-33.8% |
| Admin fee / account holder | $194 | $472-58.9% | $13,954-98.6% | $847-77.1% |