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 SERVICES7+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 52-0807416 | Contract Administrator | $27,577 |
NATIONWIDE7+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $14,951 |
Filed as: CBIZ INVESTMENT ADVISORY Service code 99 · EIN 81-3968784 | Other Fees | $10,245 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,291 | $185,342-70.7% | $111,297-51.2% | $86,799-37.5% |
| Participation rate | 83.6% | 81.0%+2.6pp | 77.3%+6.3pp | 72.3%+11.3pp |
| Annual return | 14.30% | 500.80%-486.5pp | 54.65%-40.4pp | 97.91%-83.6pp |
| Employer contribution / active EE | $972 | $2,246-56.7% | $2,731-64.4% | $2,405-59.6% |
| Participant deferral / active EE | $3,517 | $4,458-21.1% | $4,487-21.6% | $4,131-14.9% |
| Admin fee / account holder | $17 | $255-93.3% | $7,964-99.8% | $170-89.9% |