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 | $20,283 |
Filed as: CBIZ RETIREMENT & INSURANCE SERVICE Service code 49 | Other Services | $7,964 |
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,420 | $71,516-9.9% | $98,439-34.6% | $71,457-9.8% |
| Participation rate | 94.2% | 72.7%+21.5pp | 75.2%+19.0pp | 67.9%+26.3pp |
| Annual return | 21.59% | 32.41%-10.8pp | 21.16%+0.4pp | 28.85%-7.3pp |
| Employer contribution / active EE | $1,774 | $2,399-26.0% | $3,048-41.8% | $2,588-31.4% |
| Participant deferral / active EE | $3,377 | $4,109-17.8% | $4,738-28.7% | $4,289-21.3% |
| Admin fee / account holder | $287 | $1,675-82.9% | $8,948-96.8% | $1,587-81.9% |