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 SERVICES6+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 6050 OAK TREE BLVD S, SUITE 500 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $44,792 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,804 |
CBIZ RETIREMENT PLAN SERVICES5+ 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 | $8,895 |
COHEN & COMPANY1 year Service code 10 1350 EUCLID AVD, SUITE 800 · CLEVELAND, OH 44115 | Accounting | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,375 | $81,474-18.5% | $133,956-50.5% | $73,488-9.7% |
| Participation rate | 98.5% | 76.4%+22.2pp | 79.8%+18.7pp | 70.7%+27.8pp |
| Annual return | 14.92% | 19.40%-4.5pp | 45.09%-30.2pp | 28.51%-13.6pp |
| Employer contribution / active EE | $2,106 | $2,209-4.7% | $3,919-46.3% | $2,270-7.2% |
| Participant deferral / active EE | $5,285 | $3,786+39.6% | $5,048+4.7% | $3,740+41.3% |
| Admin fee / account holder | $298 | $713-58.2% | $8,927-96.7% | $513-42.0% |