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: GREAT WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $21,415 |
PARK AVENUE SECURITIES LLC3 years Filed as: PARK AVENUE SECURITIES Service code 55 7 HANOVER SQUARE H4D · NEW YORK, NY 10004 | Other Commissions | $9,970 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 | Contract Administrator | $4,406 |
Filed as: CBIZ BENEFITS & INS INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,583 | $58,879-59.9% | $178,490-86.8% | $73,488-67.9% |
| Participation rate | 85.4% | 66.2%+19.1pp | 81.9%+3.4pp | 70.7%+14.7pp |
| Annual return | 19.78% | 24.86%-5.1pp | 151.07%-131.3pp | 28.51%-8.7pp |
| Employer contribution / active EE | $1,648 | $2,236-26.3% | $5,011-67.1% | $2,270-27.4% |
| Participant deferral / active EE | $2,308 | $2,567-10.1% | $5,202-55.6% | $3,740-38.3% |
| Admin fee / account holder | $94 | $400-76.5% | $13,984-99.3% | $513-81.7% |