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 SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $24,150 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,246 |
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 | $54,834 | $66,302-17.3% | $110,238-50.3% | $56,287-2.6% |
| Participation rate | 94.2% | 74.9%+19.3pp | 79.8%+14.4pp | 69.9%+24.4pp |
| Annual return | -4.29% | -1.18%-3.1pp | 314.74%-319.0pp | -9.96%+5.7pp |
| Employer contribution / active EE | $842 | $2,047-58.9% | $3,826-78.0% | $2,111-60.1% |
| Participant deferral / active EE | $4,585 | $3,381+35.6% | $4,672-1.9% | $3,350+36.9% |
| Admin fee / account holder | $163 | $698-76.7% | $8,547-98.1% | $521-68.8% |