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 SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 55 · EIN 52-1396995 | Other Commissions | $36,220 |
Service code 64 · EIN 84-0467907 8515 EAST ORCARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,533 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $10,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,554 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,536 | $31,424-2.8% | $81,478-62.5% | $69,631-56.1% |
| Participation rate | 78.4% | 50.8%+27.6pp | 68.0%+10.5pp | 70.7%+7.7pp |
| Annual return | 20.82% | 22.44%-1.6pp | 38.78%-18.0pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $1,295 | $1,029+25.9% | $2,568-49.6% | $2,032-36.3% |
| Participant deferral / active EE | $3,888 | $1,838+111.5% | $3,537+9.9% | $3,224+20.6% |
| Admin fee / account holder | $81 | $103-20.8% | $4,561-98.2% | $110-26.5% |