See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $67,131 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $47,279 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN & MOORE LTD Service code 10 PO BOX 92947 · CLEVELAND, OH 441942947 | Accounting | $43,443 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,709 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,616 | $79,171+18.2% | $102,423-8.6% | $74,495+25.7% |
| Participation rate | 59.7% | 74.8%-15.1pp | 76.5%-16.8pp | 67.2%-7.5pp |
| Annual return | 12.98% | 54.93%-42.0pp | 29.32%-16.3pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $3,726 | $2,362+57.7% | $3,023+23.2% | $2,623+42.0% |
| Participant deferral / active EE | $10,141 | $4,415+129.7% | $5,053+100.7% | $4,346+133.4% |
| Admin fee / account holder | $478 | $2,001-76.1% | $9,451-94.9% | $1,942-75.4% |