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 SERVICE Service code 27 · EIN 81-3968784 | Advisory (Plan) | $7,681 |
ASCENSUS LLC6+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,796 |
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 | $133,587 | $58,879+126.9% | $178,490-25.2% | $73,488+81.8% |
| Participation rate | 94.9% | 66.2%+28.7pp | 81.9%+13.0pp | 70.7%+24.3pp |
| Annual return | 11.45% | 24.86%-13.4pp | 151.07%-139.6pp | 28.51%-17.1pp |
| Employer contribution / active EE | $6,228 | $2,236+178.5% | $5,011+24.3% | $2,270+174.4% |
| Participant deferral / active EE | $5,125 | $2,567+99.6% | $5,202-1.5% | $3,740+37.1% |
| Admin fee / account holder | $44 | $400-89.0% | $13,984-99.7% | $513-91.4% |