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: GREAT-WEST LIFE & ANNUITY INS CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,009 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $14,111 |
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $4,596 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,796 | $98,750-56.7% | $149,696-71.4% | $79,858-46.4% |
| Participation rate | 60.5% | 75.8%-15.3pp | 82.5%-22.0pp | 69.6%-9.1pp |
| Annual return | 12.96% | 27.43%-14.5pp | 276.60%-263.6pp | 31.71%-18.8pp |
| Employer contribution / active EE | $327 | $3,216-89.8% | $4,644-93.0% | $2,471-86.7% |
| Participant deferral / active EE | $5,233 | $5,680-7.9% | $6,842-23.5% | $3,740+39.9% |
| Admin fee / account holder | $393 | $6,053-93.5% | $9,309-95.8% | $5,306-92.6% |