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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $26,647 |
DEBOER & ASSOCIATES, PC3 years Filed as: DEBOER & ASSOCIATES, P.C. Service code 10 · EIN 47-0836395 | Accounting | $19,750 |
Filed as: CBIZ Service code 15 · EIN 31-1582098 | Recordkeeping | $14,122 |
COOK STREET CONSULTING6 years Filed as: COOK STREET CONSULTING, INC. Service code 27 · EIN 84-0854432 | Advisory (Plan) | $12,731 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,982 | $53,053+16.8% | $126,539-51.0% | $74,304-16.6% |
| Participation rate | 95.9% | 48.0%+47.8pp | 69.8%+26.1pp | 60.3%+35.5pp |
| Annual return | 16.38% | 29.46%-13.1pp | 425.95%-409.6pp | 29.43%-13.1pp |
| Employer contribution / active EE | $4,331 | $1,168+271.0% | $3,674+17.9% | $2,241+93.2% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,083-100.0% | $3,767-100.0% |
| Admin fee / account holder | $338 | $3,698-90.8% | $6,065-94.4% | $2,969-88.6% |