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: EMPOWER ANNUITY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $56,936 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 6050 OAK TREE BLVD S, SUITE 500 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $47,486 |
COHEN & COMPANY5 years Service code 10 3500 EMBASSY PKWY · AKRON, OH 44333 | Accounting | $15,000 |
CBIZ RETIREMENT PLAN SERVICES9+ years Filed as: CBIZ BENEFITS & INSURANCE Service code 13 PO BOX 632886 · CINCINNATI, OH 45263 | Contract Administrator | $10,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,189 | $89,436-17.0% | $164,813-55.0% | $77,643-4.4% |
| Participation rate | 98.1% | 78.6%+19.5pp | 78.6%+19.5pp | 70.6%+27.5pp |
| Annual return | 12.74% | 28.83%-16.1pp | 69.93%-57.2pp | 31.24%-18.5pp |
| Employer contribution / active EE | $143 | $2,569-94.4% | $4,341-96.7% | $2,726-94.7% |
| Participant deferral / active EE | $5,794 | $4,897+18.3% | $6,031-3.9% | $4,647+24.7% |
| Admin fee / account holder | $393 | $339+15.8% | $12,690-96.9% | $430-8.7% |