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 |
|---|---|---|
TRIAD ADVISORS INC2 years Service code 55 5185 PEACHTREE PKWY 280 · NORCROSS, GA 300926541 | Other Commissions | $40,692 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 99 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Other Fees | $5,000 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $144,143 | $155,795-7.5% | $136,294+5.8% | $69,631+107.0% |
| Participation rate | 66.8% | 75.2%-8.5pp | 81.9%-15.1pp | 70.7%-3.9pp |
| Annual return | 16.38% | 232464.33%-232448.0pp | 5155.94%-5139.6pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $3,357 | $2,991+12.2% | $4,695-28.5% | $2,032+65.2% |
| Participant deferral / active EE | $4,733 | $5,394-12.2% | $6,247-24.2% | $3,224+46.8% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |