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 BENEFITS & INSURANCE SERVICES Service code 13 P.O. BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $14,399 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,888 | $96,018-56.4% | $65,493-36.0% | $85,563-51.0% |
| Participation rate | 36.3% | 74.8%-38.5pp | 73.1%-36.8pp | 66.0%-29.7pp |
| Annual return | 13.82% | 14.51%-0.7pp | 982.45%-968.6pp | 31.51%-17.7pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,574-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,904 | $4,055-53.0% | $3,961-51.9% | $4,375-56.5% |
| Admin fee / account holder | $42 | $271-84.4% | $5,028-99.2% | $834-94.9% |