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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $16,718 |
CBIZ RETIREMENT PLAN SERVICES7+ years Filed as: CBIZ INSURANCE SERVICES, INC. Service code 15 · EIN 31-1582098 | Recordkeeping | $3,473 |
Filed as: JOHN HANCOCK LIFE INS Service code 15 · EIN 01-0233346 | Recordkeeping | $984 |
Filed as: MESIROW FINANICAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $375 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $340 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,639 | $105,181-50.0% | $159,436-67.0% | $85,850-38.7% |
| Participation rate | 89.9% | 75.8%+14.1pp | 82.8%+7.0pp | 69.3%+20.5pp |
| Annual return | 13.73% | 45.07%-31.3pp | 263.57%-249.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $3,856 | $3,318+16.2% | $4,829-20.2% | $2,565+50.3% |
| Participant deferral / active EE | $10,121 | $5,945+70.3% | $7,352+37.7% | $3,952+156.1% |
| Admin fee / account holder | $316 | $6,933-95.4% | $10,799-97.1% | $6,260-95.0% |