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 INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,671 |
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS INVESTMENT CORP Service code 27 5900 O ST · LINCOLN, NE 68510 | Advisory (Plan) | $26,793 |
Service code 27 6504 BRIDGE POINT PKWY STE450 · AUSTIN, TX 78730 | Advisory (Plan) | $6,699 |
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 | $98,224 | $54,229+81.1% | $70,092+40.1% | $68,494+43.4% |
| Participation rate | 96.9% | 64.5%+32.4pp | 70.5%+26.4pp | 67.9%+29.0pp |
| Annual return | -15.69% | -13.87%-1.8pp | 190.73%-206.4pp | -7.84%-7.8pp |
| Employer contribution / active EE | $4,089 | $2,018+102.6% | $2,559+59.8% | $2,596+57.5% |
| Participant deferral / active EE | $4,616 | $2,956+56.2% | $3,849+19.9% | $4,027+14.6% |
| Admin fee / account holder | $470 | $4,694-90.0% | $6,267-92.5% | $5,403-91.3% |