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 SERVICES9+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $40,412 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $2,460 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,423 | $61,272-6.3% | $149,673-61.6% | $71,457-19.6% |
| Participation rate | 93.1% | 62.5%+30.6pp | 78.8%+14.4pp | 67.9%+25.2pp |
| Annual return | 18.41% | 35.85%-17.4pp | 134.42%-116.0pp | 28.85%-10.4pp |
| Employer contribution / active EE | $1,971 | $2,378-17.1% | $4,818-59.1% | $2,588-23.8% |
| Participant deferral / active EE | $3,740 | $2,917+28.2% | $5,680-34.1% | $4,289-12.8% |
| Admin fee / account holder | $204 | $1,261-83.8% | $13,210-98.5% | $1,587-87.1% |