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 SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $22,692 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,079 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,330 | $63,924+0.6% | $108,579-40.8% | $55,167+16.6% |
| Participation rate | 91.0% | 74.3%+16.7pp | 79.6%+11.5pp | 69.0%+22.1pp |
| Annual return | 7.28% | 15.31%-8.0pp | -51.70%+59.0pp | 169.23%-161.9pp |
| Employer contribution / active EE | $806 | $1,879-57.1% | $3,758-78.6% | $1,963-58.9% |
| Participant deferral / active EE | $3,995 | $3,067+30.3% | $4,311-7.3% | $3,054+30.8% |
| Admin fee / account holder | $171 | $618-72.4% | $7,645-97.8% | $504-66.2% |