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 SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $35,320 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,451 |
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 | $84,089 | $52,639+59.7% | $185,117-54.6% | $62,292+35.0% |
| Participation rate | 87.2% | 63.9%+23.3pp | 77.3%+9.9pp | 69.5%+17.7pp |
| Annual return | 20.61% | 19.57%+1.0pp | 40.50%-19.9pp | 28.90%-8.3pp |
| Employer contribution / active EE | $320 | $1,483-78.4% | $4,182-92.3% | $2,042-84.3% |
| Participant deferral / active EE | $6,923 | $3,097+123.5% | $5,045+37.2% | $3,169+118.5% |
| Admin fee / account holder | $136 | $374-63.6% | $8,159-98.3% | $479-71.7% |