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 SERVICES11+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $116,649 |
Filed as: EMPOWER ANNUITY Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $53,315 |
CBIZ RETIREMENT PLAN SERVICES10+ years Service code 13 · EIN 31-1582098 | Contract Administrator | $38,701 |
Service code 99 20 4TH AVE SE · MELROSE, MN 56352 | Other Fees | $23,334 |
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 | $143,402 | $131,799+8.8% | $200,582-28.5% | $85,563+67.6% |
| Participation rate | 99.3% | 87.9%+11.3pp | 86.9%+12.4pp | 66.0%+33.3pp |
| Annual return | 18.34% | 21.59%-3.3pp | 42.33%-24.0pp | 31.51%-13.2pp |
| Employer contribution / active EE | $6,578 | $4,532+45.1% | $6,419+2.5% | $2,654+147.9% |
| Participant deferral / active EE | $7,395 | $7,702-4.0% | $9,331-20.7% | $4,375+69.0% |
| Admin fee / account holder | $491 | $235+108.7% | $16,305-97.0% | $834-41.2% |