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 BUSH3+ years Service code 27 · EIN 84-1128248 | Advisory (Plan) | $15,500 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ INSURANCE SERVICES, INC. Service code 15 · EIN 31-1582098 | Recordkeeping | $4,632 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $2,175 |
Filed as: MESIROW FINANICAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,841 |
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 | $37,157 | $73,102-49.2% | $123,544-69.9% | $56,287-34.0% |
| Participation rate | 73.6% | 74.3%-0.7pp | 82.3%-8.6pp | 69.9%+3.8pp |
| Annual return | -3.24% | 3.01%-6.2pp | 119.20%-122.4pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1,877 | $2,977-36.9% | $4,628-59.4% | $2,111-11.1% |
| Participant deferral / active EE | $3,800 | $5,423-29.9% | $6,426-40.9% | $3,350+13.4% |
| Admin fee / account holder | $168 | $554-69.6% | $9,284-98.2% | $521-67.7% |