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 | $31,974 |
Filed as: RAYMOND JAMES Service code 27 680 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $30,000 |
KEY BANK NATIONAL ASSOCIATION8+ years Filed as: KEY TRUST COMPANY OF OHIO Service code 21 · EIN 34-1784820 | Bank Trustee | $18,969 |
Filed as: BOBER, MARKEY, FEDOROVICH & COMPANY Service code 10 · EIN 34-1523030 | Accounting | $13,400 |
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 | $62,703-100.0% | $80,293-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 5.6%-5.6pp | 12.4%-12.4pp |
| Annual return | 11.09% | 9.49%+1.6pp | 15.31%-4.2pp | 9.89%+1.2pp |
| Employer contribution / active EE | $14,623 | $12,214+19.7% | $28,686-49.0% | $14,313+2.2% |
| Participant deferral / active EE | $0 | $74-100.0% | $126-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $547-100.0% | $456-100.0% | $9,084-100.0% |