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 SERVICES10+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $46,853 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $3,460 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,948 | $55,415+8.2% | $155,509-61.5% | $74,495-19.5% |
| Participation rate | 96.3% | 61.9%+34.4pp | 78.2%+18.1pp | 67.2%+29.1pp |
| Annual return | 12.16% | 268.50%-256.3pp | 64.67%-52.5pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,113 | $2,267-6.8% | $4,672-54.8% | $2,623-19.4% |
| Participant deferral / active EE | $3,958 | $2,836+39.5% | $5,626-29.7% | $4,346-8.9% |
| Admin fee / account holder | $232 | $1,738-86.7% | $15,912-98.5% | $1,942-88.1% |