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 9-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 SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 51 · EIN 52-1396995 | Investment Mgmt Fees | $17,238 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $6,605 |
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 | $48,895 | $86,332-43.4% | $125,175-60.9% | $65,185-25.0% |
| Participation rate | 87.7% | 75.3%+12.3pp | 79.8%+7.9pp | 70.2%+17.5pp |
| Annual return | 21.75% | 27.43%-5.7pp | 43.79%-22.0pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,053 | $2,040-48.4% | $3,865-72.8% | $2,177-51.6% |
| Participant deferral / active EE | $4,114 | $3,537+16.3% | $4,937-16.7% | $3,514+17.1% |
| Admin fee / account holder | $143 | $609-76.6% | $9,702-98.5% | $847-83.1% |