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 99 · EIN 83-4717882 | Other Fees | $7,168 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $7,033 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $4,613 |
Filed as: VENTURE VISIONARY PARTNERS. Service code 27 5520 MONROE STREET · SYLVANIA, OH 43560 | Advisory (Plan) | $3,486 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,998 | $78,485-13.4% | $106,213-36.0% | $74,495-8.7% |
| Participation rate | 89.0% | 72.8%+16.2pp | 75.3%+13.7pp | 67.2%+21.8pp |
| Annual return | 17.53% | 15.95%+1.6pp | 116.14%-98.6pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $1,851 | $2,523-26.6% | $3,171-41.6% | $2,623-29.4% |
| Participant deferral / active EE | $3,425 | $4,322-20.8% | $5,016-31.7% | $4,346-21.2% |
| Admin fee / account holder | $409 | $2,232-81.7% | $11,033-96.3% | $1,942-78.9% |