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 SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 · EIN 52-1396995 | Consulting | $27,904 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,561 |
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 | $90,834 | $62,543+45.2% | $83,333+9.0% | $55,725+63.0% |
| Participation rate | 89.4% | 78.4%+11.0pp | 77.8%+11.7pp | 70.9%+18.6pp |
| Annual return | -4.53% | 14.85%-19.4pp | 10.63%-15.2pp | 244.93%-249.5pp |
| Employer contribution / active EE | $1,805 | $2,427-25.7% | $3,379-46.6% | $2,078-13.2% |
| Participant deferral / active EE | $4,131 | $5,682-27.3% | $5,565-25.8% | $3,356+23.1% |
| Admin fee / account holder | $118 | $103+14.4% | $7,510-98.4% | $115+2.5% |