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 BUSH4+ years Service code 27 · EIN 84-1128248 | Advisory (Plan) | $13,489 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,275 |
Filed as: MESIROW FINANICAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,687 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ INSURANCE SERVICES, INC. Service code 15 · EIN 31-1582098 | Recordkeeping | $1,150 |
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 | $35,575 | $89,652-60.3% | $141,162-74.8% | $65,185-45.4% |
| Participation rate | 77.7% | 74.7%+3.0pp | 82.5%-4.8pp | 70.2%+7.5pp |
| Annual return | 24.70% | 32.79%-8.1pp | 71.39%-46.7pp | 29.38%-4.7pp |
| Employer contribution / active EE | $2,188 | $3,065-28.6% | $4,735-53.8% | $2,177+0.5% |
| Participant deferral / active EE | $4,799 | $5,691-15.7% | $6,709-28.5% | $3,514+36.6% |
| Admin fee / account holder | $123 | $569-78.4% | $10,261-98.8% | $847-85.5% |