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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $56,724 |
Filed as: CBIZ INVESTMENT ADVISORY Service code 16 · EIN 81-3968784 | Consulting | $40,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,828 | $50,820+9.9% | $155,567-64.1% | $77,671-28.1% |
| Participation rate | 88.5% | 63.1%+25.4pp | 78.2%+10.3pp | 70.6%+17.9pp |
| Annual return | 14.66% | 34.85%-20.2pp | 64.74%-50.1pp | 31.21%-16.5pp |
| Employer contribution / active EE | $2,145 | $1,993+7.6% | $4,674-54.1% | $2,726-21.3% |
| Participant deferral / active EE | $5,088 | $2,823+80.2% | $5,628-9.6% | $4,648+9.5% |
| Admin fee / account holder | $138 | $436-68.3% | $15,916-99.1% | $430-67.9% |