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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP5 years Filed as: AMERITAS INVESTMENT CORP Service code 27 5900 O ST · LINCOLN, NE 68510 | Advisory (Plan) | $26,922 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,622 |
Service code 27 6504 BRIDGE POINT PKWY STE450 · AUSTIN, TX 78730 | Advisory (Plan) | $6,733 |
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 | $114,611 | $59,101+93.9% | $77,163+48.5% | $75,163+52.5% |
| Participation rate | 98.9% | 63.9%+35.1pp | 69.6%+29.3pp | 67.2%+31.7pp |
| Annual return | 16.46% | 26.71%-10.2pp | 37.87%-21.4pp | 160.62%-144.2pp |
| Employer contribution / active EE | $4,483 | $1,995+124.7% | $2,535+76.8% | $2,670+67.9% |
| Participant deferral / active EE | $5,020 | $2,999+67.4% | $3,833+31.0% | $4,125+21.7% |
| Admin fee / account holder | $431 | $4,774-91.0% | $5,472-92.1% | $5,651-92.4% |