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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $59,657 |
Filed as: CBIZ INVESTMENT ADVISORY SRVCS LLC Service code 28 · EIN 81-3968784 | Investment Management | $30,525 |
WEGMANN DAZET & COMPANY1 year Filed as: WEGMANN DAZET, APC Service code 10 · EIN 72-0870824 | Accounting | $9,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,285 | $79,124+25.5% | $60,874+63.1% | $64,808+53.2% |
| Participation rate | 94.2% | 77.7%+16.5pp | 73.1%+21.1pp | 71.5%+22.7pp |
| Annual return | -9.73% | -7.13%-2.6pp | 16.90%-26.6pp | 32.82%-42.5pp |
| Employer contribution / active EE | $1,210 | $3,050-60.3% | $2,701-55.2% | $2,506-51.7% |
| Participant deferral / active EE | $2,128 | $3,725-42.9% | $3,817-44.2% | $4,310-50.6% |
| Admin fee / account holder | $52 | $106-50.5% | $3,224-98.4% | $188-72.2% |