See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $195,577 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $22,588 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $13,800 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $12,116 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,748 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 233 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $5,375 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,271 | $122,693-57.4% | $184,203-71.6% | $199,593-73.8% |
| Participation rate | 91.0% | 86.8%+4.2pp | 86.8%+4.2pp | 72.0%+19.1pp |
| Annual return | 15.20% | 143.91%-128.7pp | 28.81%-13.6pp | 34.25%-19.0pp |
| Employer contribution / active EE | $1,408 | $4,584-69.3% | $6,427-78.1% | $3,034-53.6% |
| Participant deferral / active EE | $4,646 | $7,990-41.9% | $9,131-49.1% | $5,087-8.7% |
| Admin fee / account holder | $134 | $121+10.8% | $13,901-99.0% | $269-50.3% |