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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $49,188 |
PARK AVENUE SECURITIES LLC5 years Filed as: PARK AVENUE SECURITIES Service code 55 | Other Commissions | $11,595 |
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 | Contract Administrator | $5,130 |
Filed as: CBIZ BENEFITS & INS INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $0 |
Service code 55 6255 STERNER'S WAY · BETHLEHEM, PA 18017 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,784 | $65,061-60.4% | $143,757-82.1% | $66,914-61.5% |
| Participation rate | 75.5% | 65.2%+10.3pp | 80.3%-4.8pp | 69.8%+5.7pp |
| Annual return | -16.78% | -11.14%-5.6pp | -0.04%-16.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,899 | $2,361-19.6% | $4,951-61.6% | $2,544-25.4% |
| Participant deferral / active EE | $2,729 | $2,919-6.5% | $5,637-51.6% | $4,237-35.6% |
| Admin fee / account holder | $248 | $502-50.5% | $14,673-98.3% | $593-58.1% |