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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 PO BOX 645547 · CINCINNATI, OH 452645547 | Advisory (Plan) | $77,213 |
EPIC RETIREMENT PLAN SERVICES8+ years Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 20-1876798 | Contract Administrator | $37,488 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 50 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Direct Payment | $37,133 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,602 | $42,353+0.6% | $79,550-46.4% | $64,808-34.3% |
| Participation rate | 88.4% | 64.8%+23.6pp | 69.5%+18.9pp | 71.5%+16.9pp |
| Annual return | -16.55% | -12.24%-4.3pp | 0.16%-16.7pp | 32.82%-49.4pp |
| Employer contribution / active EE | $503 | $1,181-57.4% | $2,413-79.1% | $2,506-79.9% |
| Participant deferral / active EE | $5,458 | $3,170+72.2% | $3,985+37.0% | $4,310+26.6% |
| Admin fee / account holder | $304 | $160+90.7% | $6,832-95.5% | $188+62.0% |