Filed October 19, 2020 (most recent of 3 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 9-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 15 · EIN 35-0145825 | Recordkeeping | $183,711 |
Filed as: CBIZ INVESTMENT ADVISORY Service code 26 · EIN 81-3968784 | Advisory (Participants) | $38,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,422 | $50,127-61.3% | $149,673-87.0% | $80,160-75.8% |
| Participation rate | 92.6% | 64.3%+28.3pp | 78.8%+13.8pp | 72.9%+19.7pp |
| Annual return | 75.75% | 29.82%+45.9pp | 134.42%-58.7pp | 40.38%+35.4pp |
| Employer contribution / active EE | $1,906 | $1,865+2.2% | $4,818-60.4% | $2,978-36.0% |
| Participant deferral / active EE | $3,167 | $3,194-0.8% | $5,680-44.2% | $5,017-36.9% |
| Admin fee / account holder | $24 | $153-84.6% | $13,210-99.8% | $145-83.7% |