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 SERVICES1+ years Filed as: CBIZ Service code 49 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Other Services | $28,419 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,975 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1+ years Filed as: DEAWM DISTRIBUTORS, INC. Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
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 | $127,875 | $55,182+131.7% | $73,307+74.4% | $55,191+131.7% |
| Participation rate | 91.2% | 73.9%+17.2pp | 74.9%+16.3pp | 69.2%+22.0pp |
| Annual return | 0.67% | 8.55%-7.9pp | 5.67%-5.0pp | 10.78%-10.1pp |
| Employer contribution / active EE | $5,803 | $1,935+200.0% | $3,237+79.3% | $1,899+205.6% |
| Participant deferral / active EE | $10,501 | $4,641+126.3% | $4,991+110.4% | $3,046+244.7% |
| Admin fee / account holder | $14 | $68-79.6% | $5,637-99.8% | $91-84.6% |