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: VENTURE VISIONARY PARTNERS Service code 99 · EIN 83-4717882 | Other Fees | $22,988 |
Filed as: CBIZ RETIREMENT & INSURANCE SERVICE Service code 49 | Other Services | $8,025 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE Service code 22 · EIN 71-0294708 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,364 | $72,607-32.0% | $90,749-45.6% | $66,914-26.2% |
| Participation rate | 94.6% | 73.7%+20.9pp | 75.7%+18.9pp | 69.8%+24.8pp |
| Annual return | -21.01% | -12.28%-8.7pp | -12.16%-8.8pp | 1.58%-22.6pp |
| Employer contribution / active EE | $1,719 | $2,369-27.4% | $2,921-41.2% | $2,544-32.5% |
| Participant deferral / active EE | $3,185 | $3,977-19.9% | $4,564-30.2% | $4,237-24.8% |
| Admin fee / account holder | $297 | $707-58.0% | $8,445-96.5% | $593-50.0% |