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 SERVICES4+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 13 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Contract Administrator | $19,232 |
NATIONWIDE4+ years Service code 15 ONE NATIONIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,673 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,398 | $89,355-48.1% | $141,162-67.1% | $72,985-36.4% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 4.43% | 111.85%-107.4pp | 71.39%-67.0pp | 81.00%-76.6pp |
| Employer contribution / active EE | $1,755 | $3,114-43.7% | $4,735-62.9% | $2,440-28.1% |
| Participant deferral / active EE | $4,775 | $5,418-11.9% | $6,709-28.8% | $3,607+32.4% |
| Admin fee / account holder | $122 | $5,958-98.0% | $10,261-98.8% | $5,124-97.6% |