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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ Service code 27 · EIN 52-1396995 | Advisory (Plan) | $44,251 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $16,846 |
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 | $64,919 | $72,770-10.8% | $67,652-4.0% | $55,191+17.6% |
| Participation rate | 89.7% | 78.8%+11.0pp | 75.7%+14.1pp | 69.2%+20.6pp |
| Annual return | 1.30% | -3.26%+4.6pp | 6625.04%-6623.7pp | 10.78%-9.5pp |
| Employer contribution / active EE | $2,353 | $1,769+33.0% | $2,266+3.9% | $1,899+23.9% |
| Participant deferral / active EE | $3,783 | $3,408+11.0% | $3,560+6.3% | $3,046+24.2% |
| Admin fee / account holder | $92 | $79+17.3% | $4,821-98.1% | $91+1.8% |