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 |
|---|---|---|
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 · EIN 71-0294708 | Other Services | $4,912 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,019 |
Filed as: VOYA RETIREMENT INSURANCE COMPANY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $347 |
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 | $50,734 | $76,050-33.3% | $96,544-47.4% | $71,457-29.0% |
| Participation rate | 91.6% | 74.4%+17.2pp | 76.0%+15.7pp | 67.9%+23.7pp |
| Annual return | 17.54% | 22.81%-5.3pp | 25.84%-8.3pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,841 | $2,244-18.0% | $2,965-37.9% | $2,588-28.9% |
| Participant deferral / active EE | $4,656 | $4,215+10.5% | $4,851-4.0% | $4,289+8.6% |
| Admin fee / account holder | $18 | $2,707-99.3% | $8,252-99.8% | $1,587-98.9% |