Filed January 22, 2025 (most recent of 4 filings on file)
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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $86,822 |
Filed as: EMPOWER ANNUITY Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34,730 |
CBIZ RETIREMENT PLAN SERVICES7+ years Service code 13 · EIN 31-1582098 | Contract Administrator | $26,859 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,258 | $86,897+0.4% | $151,611-42.4% | $64,808+34.6% |
| Participation rate | 99.2% | 87.3%+11.9pp | 87.5%+11.7pp | 71.5%+27.8pp |
| Annual return | -15.33% | -3.57%-11.8pp | 3.33%-18.7pp | 32.82%-48.2pp |
| Employer contribution / active EE | $5,335 | $4,010+33.0% | $6,166-13.5% | $2,506+112.9% |
| Participant deferral / active EE | $6,037 | $6,690-9.8% | $8,363-27.8% | $4,310+40.1% |
| Admin fee / account holder | $334 | $153+118.7% | $11,616-97.1% | $188+78.1% |