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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $61,974 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 52-0807416 | Contract Administrator | $28,362 |
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 | $51,164 | $79,519-35.7% | $95,952-46.7% | $73,409-30.3% |
| Participation rate | 78.7% | 81.2%-2.5pp | 77.1%+1.6pp | 72.2%+6.5pp |
| Annual return | 20.61% | 19.20%+1.4pp | 91.61%-71.0pp | 59.29%-38.7pp |
| Employer contribution / active EE | $724 | $2,048-64.6% | $2,541-71.5% | $2,234-67.6% |
| Participant deferral / active EE | $3,154 | $4,138-23.8% | $4,167-24.3% | $3,805-17.1% |
| Admin fee / account holder | $16 | $184-91.4% | $6,795-99.8% | $158-90.0% |