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: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 PO BOX 31420 · INDEPENDENCE, OH 441310420 | Advisory (Participants) | $14,346 |
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 10 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Accounting | $13,811 |
ARMANINO LLP4 years Service code 18 · EIN 94-6214841 12657 ALCOSTA BLVD · SAN RAMON, CA 945834600 | Direct payment from the plan; Custodi... | $13,773 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,326 | $67,984+96.1% | $65,493+103.6% | $74,304+79.4% |
| Participation rate | 97.1% | 66.3%+30.8pp | 73.1%+24.0pp | 60.3%+36.8pp |
| Annual return | 12.63% | 19.87%-7.2pp | 982.45%-969.8pp | 29.43%-16.8pp |
| Employer contribution / active EE | $5,964 | $2,491+139.4% | $2,574+131.7% | $2,241+166.1% |
| Participant deferral / active EE | $10,568 | $3,346+215.8% | $3,961+166.8% | $3,767+180.5% |
| Admin fee / account holder | $151 | $1,373-89.0% | $5,028-97.0% | $2,969-94.9% |