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 | $51,232 |
PARK AVENUE SECURITIES LLC6 years Filed as: PARK AVENUE SECURITIES Service code 55 | Other Commissions | $12,769 |
CBIZ RETIREMENT PLAN SERVICES9+ years Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 | Contract Administrator | $5,496 |
Filed as: CBIZ BENEFITS & INS INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $0 |
PARK AVENUE SECURITIES LLC2 years Service code 55 6255 STERNER'S WAY · BETHLEHEM, PA 18017 | Other Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,310 | $61,272-47.3% | $149,673-78.4% | $71,457-54.8% |
| Participation rate | 74.6% | 62.5%+12.1pp | 78.8%-4.2pp | 67.9%+6.7pp |
| Annual return | 17.15% | 35.85%-18.7pp | 134.42%-117.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $2,120 | $2,378-10.9% | $4,818-56.0% | $2,588-18.1% |
| Participant deferral / active EE | $3,023 | $2,917+3.6% | $5,680-46.8% | $4,289-29.5% |
| Admin fee / account holder | $246 | $1,261-80.5% | $13,210-98.1% | $1,587-84.5% |