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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $109,892 |
Filed as: CBIZ INVESTMENT ADV. SERVICES LLC Service code 28 · EIN 81-3968784 | Investment Management | $68,750 |
WEGMANN DAZET & COMPANY7 years Filed as: WEGMANN DAZET & CO. Service code 10 · EIN 72-0870824 | Accounting | $22,639 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 50 · EIN 31-1582098 | Direct Payment | $6,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $115,158 | $113,293+1.6% | $67,502+70.6% | $199,593-42.3% |
| Participation rate | 90.7% | 73.3%+17.4pp | 72.9%+17.9pp | 72.0%+18.8pp |
| Annual return | 11.16% | 15.88%-4.7pp | 3512.12%-3501.0pp | 34.25%-23.1pp |
| Employer contribution / active EE | $697 | $3,401-79.5% | $2,731-74.5% | $3,034-77.0% |
| Participant deferral / active EE | $2,597 | $4,159-37.5% | $4,000-35.1% | $5,087-48.9% |
| Admin fee / account holder | $85 | $103-17.5% | $3,998-97.9% | $269-68.5% |