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 |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,811 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS INVESTMENT CORP Service code 27 5900 O ST · LINCOLN, NE 68510 | Advisory (Plan) | $28,772 |
Service code 27 6504 BRIDGE POINT PKWY STE450 · AUSTIN, TX 78730 | Advisory (Plan) | $7,193 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $5,000 |
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 | $112,400 | $59,584+88.6% | $86,874+29.4% | $79,386+41.6% |
| Participation rate | 96.1% | 67.7%+28.4pp | 71.6%+24.4pp | 70.7%+25.4pp |
| Annual return | 12.98% | 23.15%-10.2pp | 63.52%-50.5pp | 116.85%-103.9pp |
| Employer contribution / active EE | $3,913 | $1,768+121.3% | $2,495+56.8% | $2,427+61.2% |
| Participant deferral / active EE | $4,432 | $3,036+46.0% | $3,699+19.8% | $4,046+9.5% |
| Admin fee / account holder | $473 | $604-21.7% | $5,828-91.9% | $626-24.5% |