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) | $33,830 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $8,942 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,400 |
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 | $66,228 | $57,976+14.2% | $62,995+5.1% | $62,292+6.3% |
| Participation rate | 91.0% | 75.9%+15.1pp | 74.8%+16.2pp | 69.5%+21.5pp |
| Annual return | 22.18% | 17.54%+4.6pp | 87.57%-65.4pp | 28.90%-6.7pp |
| Employer contribution / active EE | $3,107 | $2,415+28.7% | $2,759+12.6% | $2,042+52.1% |
| Participant deferral / active EE | $5,094 | $2,956+72.3% | $3,329+53.0% | $3,169+60.8% |
| Admin fee / account holder | $190 | $276-31.1% | $3,600-94.7% | $479-60.4% |