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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $70,978 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,262 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,434 |
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $1,042 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,311 | $99,078-23.0% | $96,544-21.0% | $74,419+2.5% |
| Participation rate | 42.6% | 80.7%-38.0pp | 76.0%-33.3pp | 70.7%-28.1pp |
| Annual return | 15.77% | 22.48%-6.7pp | 25.84%-10.1pp | 34.38%-18.6pp |
| Employer contribution / active EE | $1,266 | $2,570-50.8% | $2,965-57.3% | $2,637-52.0% |
| Participant deferral / active EE | $3,780 | $4,933-23.4% | $4,851-22.1% | $4,528-16.5% |
| Admin fee / account holder | $220 | $225-2.1% | $8,252-97.3% | $348-36.8% |