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) | $81,811 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 50 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Direct Payment | $43,956 |
EPIC RETIREMENT PLAN SERVICES11+ years Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 10 · EIN 20-1876798 | Accounting | $35,175 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,928 | $56,767-1.5% | $101,794-45.1% | $85,563-34.6% |
| Participation rate | 90.0% | 57.6%+32.4pp | 69.2%+20.8pp | 66.0%+24.0pp |
| Annual return | 15.79% | 17.76%-2.0pp | 30.53%-14.7pp | 31.51%-15.7pp |
| Employer contribution / active EE | $600 | $1,112-46.1% | $2,289-73.8% | $2,654-77.4% |
| Participant deferral / active EE | $6,339 | $2,720+133.1% | $4,084+55.2% | $4,375+44.9% |
| Admin fee / account holder | $296 | $1,098-73.1% | $8,777-96.6% | $834-64.5% |