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 7-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 01-0233346 | Recordkeeping | $82,049 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 26 1765 E SKYLINE DRIVE · TUCSON, AK 85718 | Advisory (Participants) | $43,286 |
RSM US LLP1+ years Service code 13 · EIN 42-0714325 | Contract Administrator | $24,675 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,379 | $60,396-69.6% | $83,848-78.1% | $75,289-75.6% |
| Participation rate | 80.1% | 80.7%-0.6pp | 76.1%+3.9pp | 72.4%+7.7pp |
| Annual return | 167.12% | 3.84%+163.3pp | 850.88%-683.8pp | -0.04%+167.2pp |
| Employer contribution / active EE | $390 | $3,343-88.3% | $3,631-89.3% | $2,405-83.8% |
| Participant deferral / active EE | $2,771 | $2,922-5.2% | $4,082-32.1% | $3,739-25.9% |
| Admin fee / account holder | $124 | $141-12.5% | $5,478-97.7% | $102+20.8% |