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 FINANCIAL SOLUTIONS, INC. Service code 16 · EIN 52-1396995 | Consulting | $23,377 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,224 |
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 | $103,885 | $48,313+115.0% | $73,307+41.7% | $52,331+98.5% |
| Participation rate | 79.7% | 68.6%+11.2pp | 74.9%+4.8pp | 68.1%+11.6pp |
| Annual return | 0.95% | 3.85%-2.9pp | 5.67%-4.7pp | 4.54%-3.6pp |
| Employer contribution / active EE | $1,659 | $1,661-0.1% | $3,237-48.8% | $1,882-11.9% |
| Participant deferral / active EE | $3,565 | $4,189-14.9% | $4,991-28.6% | $3,022+18.0% |
| Admin fee / account holder | $113 | $404-72.0% | $5,637-98.0% | $592-80.9% |