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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $50,448 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 52-0807416 | Contract Administrator | $29,695 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,841 | $65,118-49.6% | $76,768-57.2% | $55,725-41.1% |
| Participation rate | 79.2% | 79.6%-0.4pp | 77.0%+2.2pp | 70.9%+8.4pp |
| Annual return | -1.81% | -1.27%-0.5pp | 2.43%-4.2pp | 244.93%-246.7pp |
| Employer contribution / active EE | $367 | $1,941-81.1% | $2,485-85.2% | $2,078-82.3% |
| Participant deferral / active EE | $2,623 | $3,688-28.9% | $3,852-31.9% | $3,356-21.8% |
| Admin fee / account holder | $29 | $116-74.7% | $6,675-99.6% | $115-74.6% |