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 15 · EIN 13-3689044 | Recordkeeping | $46,198 |
Filed as: CBIZ BENEFIT & INSURANCE SVCS Service code 27 · EIN 52-1396995 | Advisory (Plan) | $33,602 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $6,760 |
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 | $44,745 | $69,159-35.3% | $125,175-64.3% | $67,579-33.8% |
| Participation rate | 98.5% | 78.2%+20.3pp | 79.8%+18.8pp | 71.3%+27.3pp |
| Annual return | 21.37% | 27.12%-5.8pp | 43.79%-22.4pp | 378.56%-357.2pp |
| Employer contribution / active EE | $1,658 | $2,023-18.1% | $3,865-57.1% | $2,148-22.8% |
| Participant deferral / active EE | $4,191 | $3,700+13.3% | $4,937-15.1% | $3,539+18.4% |
| Admin fee / account holder | $257 | $142+81.2% | $9,702-97.4% | $142+80.5% |