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: EMPOWER ANNUITY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44,140 |
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 6050 OAK TREE BLVD S, SUITE 500 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $43,717 |
COHEN & COMPANY3 years Service code 10 1350 EUCLID AVD, SUITE 800 · CLEVELAND, OH 44115 | Accounting | $12,500 |
CBIZ RETIREMENT PLAN SERVICES7+ years Filed as: CBIZ BENEFITS & INSURANCE Service code 13 4600 S ULSTER ST, SUITE 900 · DENVER, CO 80237 | Contract Administrator | $10,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,706 | $71,142-14.7% | $119,609-49.2% | $64,808-6.3% |
| Participation rate | 94.5% | 78.6%+15.9pp | 79.3%+15.3pp | 71.5%+23.1pp |
| Annual return | -15.98% | -10.01%-6.0pp | -14.97%-1.0pp | 32.82%-48.8pp |
| Employer contribution / active EE | $3,891 | $2,497+55.8% | $4,232-8.1% | $2,506+55.3% |
| Participant deferral / active EE | $5,448 | $4,490+21.3% | $5,602-2.8% | $4,310+26.4% |
| Admin fee / account holder | $364 | $162+124.5% | $10,323-96.5% | $188+93.8% |