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 10-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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $101,503 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $23,583 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage; Securities brok... | $0 |
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 | $59,414 | $107,378-44.7% | $108,579-45.3% | $57,658+3.0% |
| Participation rate | 99.2% | 77.1%+22.1pp | 79.6%+19.6pp | 70.2%+29.0pp |
| Annual return | 10.83% | 12.80%-2.0pp | -51.70%+62.5pp | 5.13%+5.7pp |
| Employer contribution / active EE | $2,595 | $1,782+45.6% | $3,758-31.0% | $1,974+31.5% |
| Participant deferral / active EE | $4,792 | $3,221+48.8% | $4,311+11.2% | $3,061+56.6% |
| Admin fee / account holder | $261 | $108+140.6% | $7,645-96.6% | $95+176.1% |