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 SERVICES9+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $92,406 |
Filed as: EMPOWER ANNUITY Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,680 |
CBIZ RETIREMENT PLAN SERVICES8+ years Service code 13 · EIN 31-1582098 | Contract Administrator | $28,751 |
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 | $105,150 | $100,227+4.9% | $169,993-38.1% | $74,419+41.3% |
| Participation rate | 99.7% | 87.3%+12.4pp | 87.0%+12.7pp | 70.7%+29.0pp |
| Annual return | 20.93% | 66.08%-45.2pp | 53.37%-32.4pp | 34.38%-13.5pp |
| Employer contribution / active EE | $6,222 | $4,263+46.0% | $6,785-8.3% | $2,637+135.9% |
| Participant deferral / active EE | $6,724 | $7,143-5.9% | $10,408-35.4% | $4,528+48.5% |
| Admin fee / account holder | $336 | $234+43.4% | $12,815-97.4% | $348-3.4% |