See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $29,539 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 60673 | Contract Administrator | $1,800 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 · EIN 81-3968784 | Advisory (Plan) | $0 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,560 | $60,323+21.9% | $81,812-10.1% | $74,495-1.3% |
| Participation rate | 34.9% | 62.9%-28.0pp | 72.3%-37.4pp | 67.2%-32.3pp |
| Annual return | 12.39% | 16.90%-4.5pp | 773.79%-761.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,826 | $3,387-46.1% | $4,319-57.7% | $4,346-58.0% |
| Admin fee / account holder | $254 | $1,486-82.9% | $7,386-96.6% | $1,942-86.9% |