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 SERVICES8+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $37,931 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $2,630 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,742 | $65,061-26.6% | $143,757-66.8% | $66,914-28.7% |
| Participation rate | 94.0% | 65.2%+28.8pp | 80.3%+13.6pp | 69.8%+24.2pp |
| Annual return | -18.99% | -11.14%-7.9pp | -0.04%-18.9pp | 1.58%-20.6pp |
| Employer contribution / active EE | $1,974 | $2,361-16.4% | $4,951-60.1% | $2,544-22.4% |
| Participant deferral / active EE | $3,688 | $2,919+26.3% | $5,637-34.6% | $4,237-13.0% |
| Admin fee / account holder | $201 | $502-60.0% | $14,673-98.6% | $593-66.2% |