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 31-1582098 | Other Services | $5,933 |
MORNINGSTAR10+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,925 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $627 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $86 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,076 | $79,171-34.2% | $102,423-49.2% | $74,495-30.1% |
| Participation rate | 92.2% | 74.8%+17.4pp | 76.5%+15.7pp | 67.2%+25.0pp |
| Annual return | 12.49% | 54.93%-42.4pp | 29.32%-16.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,624 | $2,362-31.2% | $3,023-46.3% | $2,623-38.1% |
| Participant deferral / active EE | $4,173 | $4,415-5.5% | $5,053-17.4% | $4,346-4.0% |
| Admin fee / account holder | $19 | $2,001-99.0% | $9,451-99.8% | $1,942-99.0% |