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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 6050 OAK TREE BLVD S, SUITE 500 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $49,231 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,224 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ BENEFITS & INSURANCE Service code 13 4600 S ULSTER ST, SUITE 900 · DENVER, CO 80237 | Contract Administrator | $10,000 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,862 |
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 | $61,394 | $86,332-28.9% | $125,175-51.0% | $65,185-5.8% |
| Participation rate | 96.9% | 75.3%+21.6pp | 79.8%+17.1pp | 70.2%+26.7pp |
| Annual return | 20.96% | 27.43%-6.5pp | 43.79%-22.8pp | 29.38%-8.4pp |
| Employer contribution / active EE | $2,766 | $2,040+35.6% | $3,865-28.4% | $2,177+27.1% |
| Participant deferral / active EE | $4,484 | $3,537+26.8% | $4,937-9.2% | $3,514+27.6% |
| Admin fee / account holder | $417 | $609-31.6% | $9,702-95.7% | $847-50.8% |