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 CORP6 years Filed as: AMERITAS INVESTMENT CORP Service code 27 5900 O ST · LINCOLN, NE 68510 | Advisory (Plan) | $30,127 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,693 |
Service code 27 6504 BRIDGE POINT PKWY STE450 · AUSTIN, TX 78730 | Advisory (Plan) | $7,532 |
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 | $124,129 | $64,480+92.5% | $81,382+52.5% | $80,856+53.5% |
| Participation rate | 95.6% | 63.9%+31.7pp | 69.5%+26.1pp | 67.6%+28.0pp |
| Annual return | 13.29% | 16.34%-3.1pp | 24.73%-11.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $4,903 | $1,978+147.8% | $2,463+99.1% | $2,755+78.0% |
| Participant deferral / active EE | $5,534 | $3,094+78.9% | $3,883+42.5% | $4,296+28.8% |
| Admin fee / account holder | $527 | $5,671-90.7% | $5,768-90.9% | $6,918-92.4% |