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 |
|---|---|---|
SOUKUP BUSH2+ years Service code 27 · EIN 84-1128248 | Advisory (Plan) | $15,000 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ INSURANCE SERVICES, INC. Service code 15 · EIN 31-1582098 | Recordkeeping | $2,650 |
Filed as: MESIROW FINANICAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,092 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $456 |
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 | $48,819 | $80,753-39.5% | $136,294-64.2% | $62,292-21.6% |
| Participation rate | 81.3% | 73.5%+7.8pp | 81.9%-0.6pp | 69.5%+11.8pp |
| Annual return | 22.47% | 35.83%-13.4pp | 5155.94%-5133.5pp | 28.90%-6.4pp |
| Employer contribution / active EE | $2,008 | $2,884-30.4% | $4,695-57.2% | $2,042-1.7% |
| Participant deferral / active EE | $4,206 | $5,164-18.6% | $6,247-32.7% | $3,169+32.7% |
| Admin fee / account holder | $99 | $525-81.2% | $9,243-98.9% | $479-79.3% |