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 10-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 |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $73,752 |
GREENSPRING ADVISORS, LLC5 years Filed as: GREENSPRING ADVISORS Service code 16 · EIN 82-5320133 | Consulting | $41,000 |
Filed as: CBIZ RETIREMENT PLAN SVCS Service code 99 · EIN 31-1582098 | Other Fees | $11,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,680 | $46,292+61.3% | $143,757-48.1% | $64,808+15.2% |
| Participation rate | 97.5% | 64.2%+33.3pp | 80.3%+17.2pp | 71.5%+26.1pp |
| Annual return | -14.70% | -10.05%-4.7pp | -0.04%-14.7pp | 32.82%-47.5pp |
| Employer contribution / active EE | $4,203 | $1,910+120.1% | $4,951-15.1% | $2,506+67.7% |
| Participant deferral / active EE | $5,192 | $2,646+96.3% | $5,637-7.9% | $4,310+20.5% |
| Admin fee / account holder | $249 | $154+62.1% | $14,673-98.3% | $188+32.8% |