See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC Service code 28 · EIN 52-1396995 | Investment Management | $70,949 |
Service code 12 · EIN 39-0989781 | Recordkeeping fees; Distribution (12b... | $61,198 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,760 | $102,197-35.7% | $142,449-53.8% | $74,419-11.6% |
| Participation rate | 90.7% | 79.8%+10.8pp | 76.8%+13.9pp | 70.7%+19.9pp |
| Annual return | 18.54% | 19.73%-1.2pp | 19.99%-1.5pp | 34.38%-15.8pp |
| Employer contribution / active EE | $3,841 | $5,052-24.0% | $4,847-20.8% | $2,637+45.7% |
| Participant deferral / active EE | $6,813 | $6,304+8.1% | $6,283+8.4% | $4,528+50.5% |
| Admin fee / account holder | $148 | $186-20.5% | $10,011-98.5% | $348-57.5% |