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 FINANCIAL SOLUTIONS Service code 26 · EIN 52-1396995 | Advisory (Participants) | $11,813 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,392 |
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 | $132,808 | $52,953+150.8% | $172,739-23.1% | $65,185+103.7% |
| Participation rate | 96.1% | 66.2%+29.9pp | 82.6%+13.4pp | 70.2%+25.9pp |
| Annual return | 19.98% | 30.12%-10.1pp | 802.84%-782.9pp | 29.38%-9.4pp |
| Employer contribution / active EE | $5,469 | $2,190+149.8% | $5,143+6.3% | $2,177+151.3% |
| Participant deferral / active EE | $5,154 | $2,471+108.6% | $5,198-0.8% | $3,514+46.7% |
| Admin fee / account holder | $80 | $472-83.0% | $13,954-99.4% | $847-90.5% |