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 AND INSURANCE SERVICE Service code 13 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Contract Administrator | $20,934 |
NATIONWIDE5+ years Service code 15 ONE NATIONIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,123 |
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 | $44,757 | $98,750-54.7% | $149,696-70.1% | $79,858-44.0% |
| Participation rate | 77.0% | 75.8%+1.3pp | 82.5%-5.4pp | 69.6%+7.4pp |
| Annual return | -9.01% | 27.43%-36.4pp | 276.60%-285.6pp | 31.71%-40.7pp |
| Employer contribution / active EE | $1,469 | $3,216-54.3% | $4,644-68.4% | $2,471-40.5% |
| Participant deferral / active EE | $4,592 | $5,680-19.2% | $6,842-32.9% | $3,740+22.8% |
| Admin fee / account holder | $142 | $6,053-97.7% | $9,309-98.5% | $5,306-97.3% |