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 SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $23,318 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $65,975 | $86,332-23.6% | $125,175-47.3% | $65,185+1.2% |
| Participation rate | 95.5% | 75.3%+20.2pp | 79.8%+15.7pp | 70.2%+25.3pp |
| Annual return | 21.99% | 27.43%-5.4pp | 43.79%-21.8pp | 29.38%-7.4pp |
| Employer contribution / active EE | $858 | $2,040-57.9% | $3,865-77.8% | $2,177-60.6% |
| Participant deferral / active EE | $5,212 | $3,537+47.4% | $4,937+5.6% | $3,514+48.3% |
| Admin fee / account holder | $159 | $609-73.8% | $9,702-98.4% | $847-81.2% |