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 | $47,945 |
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 55 · EIN 52-1396995 | Other Commissions | $46,089 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,105 | $34,677-1.6% | $77,024-55.7% | $64,808-47.4% |
| Participation rate | 92.7% | 49.8%+42.9pp | 67.9%+24.8pp | 71.5%+21.3pp |
| Annual return | -13.90% | -5.33%-8.6pp | 42.32%-56.2pp | 32.82%-46.7pp |
| Employer contribution / active EE | $2,014 | $1,370+47.0% | $2,812-28.4% | $2,506-19.6% |
| Participant deferral / active EE | $5,861 | $2,556+129.3% | $4,426+32.4% | $4,310+36.0% |
| Admin fee / account holder | $70 | $179-60.9% | $5,425-98.7% | $188-62.8% |