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 |
|---|---|---|
Filed as: CBIZ RETIRMENT LAN SERVICES Service code 11 · EIN 34-1582098 | Actuarial | $32,331 |
Filed as: RAYMOND JAMES Service code 27 680 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $30,000 |
KEY BANK NATIONAL ASSOCIATION7+ years Filed as: KEY TRUST COMPANY OF OHIO Service code 21 · EIN 34-1784820 | Bank Trustee | $22,741 |
Filed as: BOBER, MARKEY, FEDOROVICH & COMPANY Service code 10 · EIN 34-1523030 | Accounting | $12,500 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,843-100.0% | $53,690-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 8.6%-8.6pp | 9.9%-9.9pp |
| Annual return | -19.65% | -10.02%-9.6pp | -4.80%-14.8pp | -5.25%-14.4pp |
| Employer contribution / active EE | $9,011 | $10,293-12.5% | $30,897-70.8% | $15,166-40.6% |
| Participant deferral / active EE | $0 | $88-100.0% | $64-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $40,849-100.0% | $3,859-100.0% |