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 5-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 |
|---|---|---|
Service code 15 · EIN 39-0989781 | Recordkeeping | $68,241 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC Service code 28 · EIN 52-1396995 | Investment Management | $64,929 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,844 | $94,621-32.5% | $138,135-53.8% | $73,409-13.0% |
| Participation rate | 95.1% | 83.4%+11.7pp | 78.7%+16.4pp | 72.2%+23.0pp |
| Annual return | 7.47% | 16.57%-9.1pp | 20.51%-13.0pp | 59.29%-51.8pp |
| Employer contribution / active EE | $3,206 | $4,410-27.3% | $5,587-42.6% | $2,234+43.5% |
| Participant deferral / active EE | $5,942 | $6,199-4.1% | $6,431-7.6% | $3,805+56.1% |
| Admin fee / account holder | $169 | $140+20.8% | $11,856-98.6% | $158+7.3% |