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 SERVICES6+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 51 · EIN 52-1396995 | Investment Mgmt Fees | $19,248 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $4,660 |
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 | $58,406 | $81,474-28.3% | $133,956-56.4% | $73,488-20.5% |
| Participation rate | 86.6% | 76.4%+10.3pp | 79.8%+6.8pp | 70.7%+15.9pp |
| Annual return | 19.65% | 19.40%+0.2pp | 45.09%-25.4pp | 28.51%-8.9pp |
| Employer contribution / active EE | $988 | $2,209-55.3% | $3,919-74.8% | $2,270-56.5% |
| Participant deferral / active EE | $4,287 | $3,786+13.2% | $5,048-15.1% | $3,740+14.7% |
| Admin fee / account holder | $138 | $713-80.6% | $8,927-98.5% | $513-73.1% |