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 |
|---|---|---|
Service code 55 | Other Commissions | $12,245 |
Filed as: CIBC CORPORATE RETIREMENT Service code 27 120 S LASALLE ST · CHICAGO, IL 60603 | Advisory (Plan) | $4,882 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | $750 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 55 · EIN 38-1961943 | Other Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,122 | $73,638-31.9% | $95,952-47.8% | $73,488-31.8% |
| Participation rate | 70.9% | 76.2%-5.3pp | 77.1%-6.2pp | 70.7%+0.2pp |
| Annual return | 17.08% | 16.78%+0.3pp | 91.61%-74.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $423 | $1,863-77.3% | $2,541-83.3% | $2,270-81.4% |
| Participant deferral / active EE | $3,721 | $3,617+2.9% | $4,167-10.7% | $3,740-0.5% |
| Admin fee / account holder | $79 | $482-83.7% | $6,795-98.8% | $513-84.7% |