See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CDH PC2 years Filed as: CDH, P.C Service code 26 · EIN 34-1943200 | Advisory (Participants) | $4,485 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 · EIN 71-0294708 | Other Services | $2,268 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,232 |
Filed as: VOYA RETIREMENT INSURANCE COMPANY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,047 | $65,435-37.3% | $86,677-52.6% | $66,914-38.7% |
| Participation rate | 90.9% | 75.5%+15.5pp | 76.6%+14.3pp | 69.8%+21.1pp |
| Annual return | -16.57% | -10.89%-5.7pp | 35.91%-52.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,551 | $2,153-28.0% | $2,836-45.3% | $2,544-39.0% |
| Participant deferral / active EE | $3,984 | $4,100-2.8% | $4,656-14.4% | $4,237-6.0% |
| Admin fee / account holder | $23 | $642-96.4% | $7,493-99.7% | $593-96.2% |