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 SERVICES6+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $35,383 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 72 · EIN 52-1309931 | Other investment fees and expenses | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,707 | $58,879-0.3% | $178,490-67.1% | $73,488-20.1% |
| Participation rate | 91.7% | 66.2%+25.5pp | 81.9%+9.8pp | 70.7%+21.0pp |
| Annual return | 18.71% | 24.86%-6.1pp | 151.07%-132.4pp | 28.51%-9.8pp |
| Employer contribution / active EE | $1,841 | $2,236-17.7% | $5,011-63.3% | $2,270-18.9% |
| Participant deferral / active EE | $3,424 | $2,567+33.4% | $5,202-34.2% | $3,740-8.4% |
| Admin fee / account holder | $221 | $400-44.9% | $13,984-98.4% | $513-57.0% |