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 |
|---|---|---|
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 17 · EIN 31-1582098 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Pension Consulting | $8,936 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN NATIONAL INSURANCE COMPANY Service code 15 · EIN 74-0484030 | Recordkeeping | $7,695 |
Filed as: CBIZ FINANCIAL SOUTIONS Service code 22 6050 S. OAK TRE BLVD. · INDEPENDENCE, OH 44131 | Insurance Broker | $6,430 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,230 | $84,233-91.4% | $170,442-95.8% | $70,131-89.7% |
| Participation rate | 95.2% | 70.8%+24.4pp | 83.6%+11.6pp | 69.5%+25.7pp |
| Annual return | 14.70% | 23.06%-8.4pp | 205.93%-191.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,622 | $3,387-52.1% | $5,433-70.1% | $2,342-30.8% |
| Participant deferral / active EE | $1,311 | $3,086-57.5% | $4,939-73.5% | $3,332-60.6% |
| Admin fee / account holder | $257 | $5,698-95.5% | $13,880-98.2% | $4,645-94.5% |