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 | Finders' fees / placement fees; Share... | $170,192 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 · EIN 52-1396996 | Consulting | $134,383 |
NATIONAL FINANCIAL SERVICES6+ 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 | $37,001 | $53,932-31.4% | $134,143-72.4% | $90,288-59.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 72.2%+27.8pp | 73.4%+26.6pp |
| Annual return | 13.47% | 23.16%-9.7pp | 36.33%-22.9pp | 53.97%-40.5pp |
| Employer contribution / active EE | $1,712 | $1,611+6.2% | $3,704-53.8% | $2,524-32.2% |
| Participant deferral / active EE | $2,564 | $2,432+5.4% | $3,499-26.7% | $4,232-39.4% |
| Admin fee / account holder | $124 | $104+20.2% | $6,684-98.1% | $114+9.1% |