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) | $72,008 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 50 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Direct Payment | $50,006 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 10 · EIN 20-1876798 | Accounting | $32,167 |
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 | $47,680 | $54,193-12.0% | $93,606-49.1% | $77,643-38.6% |
| Participation rate | 88.3% | 63.9%+24.3pp | 68.7%+19.6pp | 70.6%+17.7pp |
| Annual return | 13.80% | 30.54%-16.7pp | 133.20%-119.4pp | 31.24%-17.4pp |
| Employer contribution / active EE | $535 | $1,168-54.2% | $2,420-77.9% | $2,726-80.4% |
| Participant deferral / active EE | $5,880 | $3,144+87.0% | $4,411+33.3% | $4,647+26.5% |
| Admin fee / account holder | $277 | $576-51.9% | $8,285-96.7% | $430-35.7% |