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 SERVICES7+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $42,914 |
T ROWE PRICE RPS INC2 years 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 | $59,315 | $61,156-3.0% | $185,823-68.1% | $79,386-25.3% |
| Participation rate | 89.7% | 66.6%+23.0pp | 81.7%+8.0pp | 70.7%+18.9pp |
| Annual return | 13.79% | 19.45%-5.7pp | 122.05%-108.3pp | 116.85%-103.1pp |
| Employer contribution / active EE | $1,855 | $2,321-20.1% | $5,167-64.1% | $2,427-23.6% |
| Participant deferral / active EE | $3,573 | $2,789+28.1% | $5,568-35.8% | $4,046-11.7% |
| Admin fee / account holder | $238 | $710-66.5% | $16,237-98.5% | $626-62.0% |