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 |
|---|---|---|
Service code 27 · EIN 20-2317470 6685 BETA DRIVE · MAYFIELD VILLAGE, OH 44143 | Advisory (Plan) | $24,547 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN PLLC Service code 99 1098 WOODWARD AVE · DETROIT, MI 48226 | Other Fees | $23,000 |
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $14,087 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,456 | $50,815-36.1% | $155,509-79.1% | $77,643-58.2% |
| Participation rate | 53.7% | 63.1%-9.4pp | 78.2%-24.5pp | 70.6%-16.9pp |
| Annual return | 16.11% | 34.80%-18.7pp | 64.67%-48.6pp | 31.24%-15.1pp |
| Employer contribution / active EE | $521 | $1,993-73.9% | $4,672-88.9% | $2,726-80.9% |
| Participant deferral / active EE | $2,953 | $2,822+4.6% | $5,626-47.5% | $4,647-36.5% |
| Admin fee / account holder | $276 | $437-36.7% | $15,912-98.3% | $430-35.8% |