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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 13 · EIN 81-3968784 6050 OAK TREE BLVD S SUITE 500 · CINCINNATI, OH 19860 | Contract Administrator | $19,860 |
NATIONWIDE6+ years Service code 15 ONE NATIONIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,963 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 52-0807416 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Contract Administrator | $5,824 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,172 | $105,181-39.0% | $159,436-59.8% | $85,850-25.3% |
| Participation rate | 70.2% | 75.8%-5.5pp | 82.8%-12.6pp | 69.3%+0.9pp |
| Annual return | 48.26% | 45.07%+3.2pp | 263.57%-215.3pp | 318.53%-270.3pp |
| Employer contribution / active EE | $1,357 | $3,318-59.1% | $4,829-71.9% | $2,565-47.1% |
| Participant deferral / active EE | $4,067 | $5,945-31.6% | $7,352-44.7% | $3,952+2.9% |
| Admin fee / account holder | $160 | $6,933-97.7% | $10,799-98.5% | $6,260-97.4% |