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 BUSH5+ years Service code 27 · EIN 84-1128248 | Advisory (Plan) | $9,369 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $6,534 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ INSURANCE SERVICES, INC. Service code 15 · EIN 31-1582098 | Recordkeeping | $2,775 |
Filed as: MESIROW FINANICAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,793 |
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 | $44,581 | $99,957-55.4% | $149,696-70.2% | $73,488-39.3% |
| Participation rate | 93.2% | 75.7%+17.5pp | 82.5%+10.7pp | 70.7%+22.5pp |
| Annual return | 18.32% | 53.87%-35.5pp | 276.60%-258.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $2,807 | $3,191-12.0% | $4,644-39.6% | $2,270+23.6% |
| Participant deferral / active EE | $6,765 | $6,073+11.4% | $6,842-1.1% | $3,740+80.9% |
| Admin fee / account holder | $125 | $551-77.3% | $9,309-98.7% | $513-75.7% |