Filed March 3, 2025
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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $30,836 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,096 |
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 | $44,832 | $52,953-15.3% | $172,739-74.0% | $65,185-31.2% |
| Participation rate | 95.7% | 66.2%+29.5pp | 82.6%+13.1pp | 70.2%+25.5pp |
| Annual return | 22.66% | 30.12%-7.5pp | 802.84%-780.2pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,825 | $2,190-16.6% | $5,143-64.5% | $2,177-16.1% |
| Participant deferral / active EE | $3,256 | $2,471+31.8% | $5,198-37.4% | $3,514-7.3% |
| Admin fee / account holder | $144 | $472-69.4% | $13,954-99.0% | $847-83.0% |