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 10-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 SERVICES8+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $31,170 |
Filed as: EMPOWER ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $24,005 |
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ BENEFITS & INS Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $9,176 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,583 | $84,487-37.8% | $125,339-58.0% | $66,914-21.4% |
| Participation rate | 96.5% | 76.4%+20.0pp | 82.4%+14.1pp | 69.8%+26.7pp |
| Annual return | -17.45% | -8.39%-9.1pp | 572.05%-589.5pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,228 | $3,553-37.3% | $4,814-53.7% | $2,544-12.4% |
| Participant deferral / active EE | $4,800 | $6,781-29.2% | $7,446-35.5% | $4,237+13.3% |
| Admin fee / account holder | $294 | $685-57.0% | $10,010-97.1% | $593-50.4% |