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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $52,971 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 52-0807416 | Contract Administrator | $32,438 |
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 | $39,706 | $73,404-45.9% | $87,100-54.4% | $67,579-41.2% |
| Participation rate | 80.4% | 80.9%-0.4pp | 76.9%+3.6pp | 71.3%+9.1pp |
| Annual return | 24.74% | 48.29%-23.5pp | 28.19%-3.4pp | 378.56%-353.8pp |
| Employer contribution / active EE | $617 | $2,014-69.4% | $2,521-75.5% | $2,148-71.3% |
| Participant deferral / active EE | $2,815 | $3,913-28.1% | $4,049-30.5% | $3,539-20.5% |
| Admin fee / account holder | $30 | $142-79.1% | $7,497-99.6% | $142-79.2% |