See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 · EIN 52-1396996 | Consulting | $133,271 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $121,044 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,139 | $62,544-26.2% | $129,207-64.3% | $199,593-76.9% |
| Participation rate | 98.4% | 56.8%+41.6pp | 69.6%+28.8pp | 72.0%+26.4pp |
| Annual return | 12.94% | 16.95%-4.0pp | 9417.33%-9404.4pp | 34.25%-21.3pp |
| Employer contribution / active EE | $2,319 | $2,394-3.1% | $4,153-44.2% | $3,034-23.6% |
| Participant deferral / active EE | $3,843 | $3,123+23.0% | $4,168-7.8% | $5,087-24.5% |
| Admin fee / account holder | $106 | $167-36.5% | $7,715-98.6% | $269-60.6% |