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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,566 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $15,551 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,101 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $988 |
Service code 11 · EIN 23-1700844 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $560 |
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 | $33,430 | $55,790-40.1% | $76,817-56.5% | $67,579-50.5% |
| Participation rate | 79.7% | 71.1%+8.6pp | 72.1%+7.6pp | 71.3%+8.4pp |
| Annual return | 19.56% | 64.45%-44.9pp | 1166.11%-1146.5pp | 378.56%-359.0pp |
| Employer contribution / active EE | $1,610 | $1,810-11.1% | $2,302-30.1% | $2,148-25.0% |
| Participant deferral / active EE | $2,158 | $2,875-24.9% | $3,336-35.3% | $3,539-39.0% |
| Admin fee / account holder | $105 | $159-34.1% | $6,420-98.4% | $142-26.3% |