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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,575 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 55 · EIN 52-1396995 | Other Commissions | $18,154 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $7,900 |
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 | $29,115 | $44,473-34.5% | $76,523-62.0% | $55,725-47.8% |
| Participation rate | 78.6% | 51.0%+27.6pp | 68.0%+10.6pp | 70.9%+7.7pp |
| Annual return | -4.20% | -2.01%-2.2pp | -0.27%-3.9pp | 244.93%-249.1pp |
| Employer contribution / active EE | $1,349 | $1,101+22.5% | $2,647-49.1% | $2,078-35.1% |
| Participant deferral / active EE | $3,915 | $1,988+97.0% | $3,835+2.1% | $3,356+16.7% |
| Admin fee / account holder | $97 | $134-28.0% | $4,848-98.0% | $115-16.2% |