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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $158,226 |
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 · EIN 52-1396996 | Consulting | $129,724 |
NATIONAL FINANCIAL SERVICES8+ 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 | $38,002 | $52,525-27.6% | $117,472-67.6% | $77,904-51.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 70.6%+29.4pp | 73.7%+26.3pp |
| Annual return | -15.51% | -13.76%-1.7pp | 29.74%-45.2pp | 12.21%-27.7pp |
| Employer contribution / active EE | $2,235 | $2,166+3.2% | $4,176-46.5% | $2,848-21.5% |
| Participant deferral / active EE | $3,694 | $3,087+19.7% | $4,070-9.2% | $4,806-23.1% |
| Admin fee / account holder | $133 | $99+34.3% | $5,645-97.6% | $133+0.6% |