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 SERVICES5+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $58,310 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $49,263 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $44,213 |
Filed as: GREAT WEST LIFE & ANNUAITY INSURANC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $13,915 |
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 | $45,232 | $66,601-32.1% | $92,893-51.3% | $67,579-33.1% |
| Participation rate | 82.8% | 72.5%+10.3pp | 76.0%+6.8pp | 71.3%+11.5pp |
| Annual return | 17.71% | 92.58%-74.9pp | 109.41%-91.7pp | 378.56%-360.8pp |
| Employer contribution / active EE | $3,738 | $2,775+34.7% | $3,653+2.3% | $2,148+74.0% |
| Participant deferral / active EE | $1,856 | $3,157-41.2% | $4,236-56.2% | $3,539-47.6% |
| Admin fee / account holder | $245 | $199+23.4% | $5,794-95.8% | $142+72.4% |