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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $76,121 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS LLC Service code 28 · EIN 81-3968784 | Investment Management | $41,113 |
WEGMANN DAZET & COMPANY3 years Filed as: WEGMANN DAZET & CO. Service code 10 · EIN 72-0870824 | Accounting | $8,278 |
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 | $108,586 | $84,948+27.8% | $70,449+54.1% | $73,409+47.9% |
| Participation rate | 99.2% | 79.9%+19.3pp | 75.1%+24.2pp | 72.2%+27.1pp |
| Annual return | 11.27% | 13.39%-2.1pp | 109.03%-97.8pp | 59.29%-48.0pp |
| Employer contribution / active EE | $12 | $2,834-99.6% | $2,737-99.5% | $2,234-99.4% |
| Participant deferral / active EE | $2,114 | $3,387-37.6% | $3,709-43.0% | $3,805-44.4% |
| Admin fee / account holder | $66 | $98-33.1% | $3,845-98.3% | $158-58.4% |