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 9-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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $23,434 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 50 · EIN 52-1396995 | Direct Payment | $10,312 |
WEGMANN DAZET & COMPANY1 year Filed as: WEGMANN DAZET & CO. Service code 10 · EIN 72-0870824 | Accounting | $8,900 |
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 | $101,794 | $70,083+45.2% | $59,878+70.0% | $55,725+82.7% |
| Participation rate | 94.8% | 78.4%+16.5pp | 74.7%+20.1pp | 70.9%+24.0pp |
| Annual return | -1.66% | 3.13%-4.8pp | 3.46%-5.1pp | 244.93%-246.6pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,722-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $6,056 | $3,079+96.7% | $3,402+78.0% | $3,356+80.5% |
| Admin fee / account holder | $73 | $70+4.4% | $3,590-98.0% | $115-36.3% |