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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $39,555 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Contract Administrator | $7,344 |
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 | $34,230 | $55,453-38.3% | $170,442-79.9% | $62,292-45.0% |
| Participation rate | 85.1% | 66.4%+18.7pp | 83.6%+1.5pp | 69.5%+15.6pp |
| Annual return | 13.09% | 21.38%-8.3pp | 205.93%-192.8pp | 28.90%-15.8pp |
| Employer contribution / active EE | $941 | $2,164-56.5% | $5,433-82.7% | $2,042-53.9% |
| Participant deferral / active EE | $2,736 | $2,303+18.8% | $4,939-44.6% | $3,169-13.7% |
| Admin fee / account holder | $23 | $455-94.8% | $13,880-99.8% | $479-95.1% |