Filed January 22, 2025 (most recent of 4 filings on file)
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 SERVICES7+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $88,344 |
CBIZ RETIREMENT PLAN SERVICES6+ years Service code 13 · EIN 31-1582098 | Contract Administrator | $69,320 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS Service code 49 · EIN 04-1590850 | Other Services | $57,072 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,472 | $111,4910% | $189,513-41.2% | $86,799+28.4% |
| Participation rate | 99.7% | 87.3%+12.4pp | 87.8%+11.9pp | 72.3%+27.4pp |
| Annual return | 15.06% | 83.50%-68.4pp | 555.15%-540.1pp | 97.91%-82.8pp |
| Employer contribution / active EE | $5,546 | $3,951+40.4% | $6,162-10.0% | $2,405+130.6% |
| Participant deferral / active EE | $6,085 | $6,437-5.5% | $8,221-26.0% | $4,131+47.3% |
| Admin fee / account holder | $403 | $189+113.7% | $12,045-96.7% | $170+137.8% |