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 SERVICES10+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $99,676 |
Filed as: EMPOWER ANNUITY Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,344 |
CBIZ RETIREMENT PLAN SERVICES9+ years Service code 13 · EIN 31-1582098 | Contract Administrator | $35,304 |
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 | $123,744 | $129,021-4.1% | $184,203-32.8% | $77,643+59.4% |
| Participation rate | 99.7% | 87.3%+12.4pp | 86.8%+12.9pp | 70.6%+29.2pp |
| Annual return | 14.44% | 33.27%-18.8pp | 28.81%-14.4pp | 31.24%-16.8pp |
| Employer contribution / active EE | $6,243 | $4,413+41.5% | $6,427-2.9% | $2,726+129.0% |
| Participant deferral / active EE | $7,029 | $7,297-3.7% | $9,131-23.0% | $4,647+51.3% |
| Admin fee / account holder | $406 | $254+60.0% | $13,901-97.1% | $430-5.6% |