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) | $75,447 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 50 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Direct Payment | $38,833 |
EPIC RETIREMENT PLAN SERVICES9+ years Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 10 · EIN 20-1876798 | Accounting | $29,565 |
UHY LLP1 year Service code 10 12 GREENWAY PLAZA · HOUSTON, TX 77046 | Accounting | $7,208 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,196 | $53,165-18.8% | $86,188-49.9% | $74,419-42.0% |
| Participation rate | 88.4% | 64.9%+23.5pp | 69.0%+19.4pp | 70.7%+17.6pp |
| Annual return | 16.43% | 22.64%-6.2pp | 1168.45%-1152.0pp | 34.38%-18.0pp |
| Employer contribution / active EE | $503 | $1,210-58.4% | $2,380-78.8% | $2,637-80.9% |
| Participant deferral / active EE | $5,558 | $3,234+71.8% | $3,985+39.5% | $4,528+22.7% |
| Admin fee / account holder | $277 | $551-49.8% | $6,852-96.0% | $348-20.5% |