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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $75,687 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 28 · EIN 52-1396995 | Investment Management | $44,688 |
WEGMANN DAZET & COMPANY2 years Filed as: WEGMANN DAZET & CO. Service code 10 · EIN 72-0870824 | Accounting | $8,921 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $102,064 | $95,542+6.8% | $69,455+46.9% | $67,579+51.0% |
| Participation rate | 99.5% | 79.4%+20.2pp | 74.6%+24.9pp | 71.3%+28.3pp |
| Annual return | 15.32% | 17.67%-2.3pp | 28.97%-13.6pp | 378.56%-363.2pp |
| Employer contribution / active EE | $12 | $2,989-99.6% | $2,779-99.6% | $2,148-99.5% |
| Participant deferral / active EE | $2,215 | $3,263-32.1% | $3,535-37.3% | $3,539-37.4% |
| Admin fee / account holder | $67 | $90-25.0% | $3,839-98.2% | $142-52.6% |