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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC Service code 28 · EIN 52-1396995 | Investment Management | $68,883 |
Service code 12 · EIN 39-0989781 | Distribution (12b-1) fees; Shareholde... | $45,714 |
CIUNI & PANICHI, INC.2 years Filed as: CIUNI & PANICHI INC Service code 10 · EIN 34-1322309 | Accounting | $13,000 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,122 | $72,482-24.0% | $129,110-57.3% | $64,808-14.9% |
| Participation rate | 92.1% | 79.2%+12.9pp | 77.3%+14.9pp | 71.5%+20.6pp |
| Annual return | -16.32% | -9.08%-7.2pp | -10.94%-5.4pp | 32.82%-49.1pp |
| Employer contribution / active EE | $3,522 | $4,247-17.1% | $5,052-30.3% | $2,506+40.5% |
| Participant deferral / active EE | $6,530 | $5,679+15.0% | $6,542-0.2% | $4,310+51.5% |
| Admin fee / account holder | $152 | $144+5.3% | $14,302-98.9% | $188-19.1% |