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 12 · EIN 13-3689044 | Direct payment from the plan; Account... | $353,616 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC Service code 16 | Consulting | $130,232 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 PO BOX 643792 · CINCINNATI, OH 45264 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $26,681 | $407,990-93.5% | $121,196-78.0% | $75,289-64.6% |
| Participation rate | 90.4% | 59.5%+30.9pp | 71.7%+18.7pp | 72.4%+18.0pp |
| Annual return | -5.69% | 2.93%-8.6pp | 16.93%-22.6pp | -0.04%-5.6pp |
| Employer contribution / active EE | $1,456 | $1,846-21.1% | $4,022-63.8% | $2,405-39.4% |
| Participant deferral / active EE | $1,856 | $2,201-15.7% | $3,344-44.5% | $3,739-50.4% |
| Admin fee / account holder | $148 | $455-67.6% | $5,019-97.1% | $102+44.3% |