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 SERVICES10+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $58,751 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,083 |
DEMARS PENSION CONSULTING SERVICES11+ years Service code 13 8700 INDIAN CREEK PARKWAY, STE 185 · OVERLAND PARK, KS 66210 | Contract Administrator | $17,362 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $9,282 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,049 | $49,915+431.0% | $154,803+71.2% | $74,304+256.7% |
| Participation rate | 96.2% | 54.0%+42.2pp | 78.1%+18.1pp | 60.3%+35.8pp |
| Annual return | 16.64% | 34.06%-17.4pp | 58.88%-42.2pp | 29.43%-12.8pp |
| Employer contribution / active EE | $12,152 | $1,611+654.2% | $4,305+182.3% | $2,241+442.2% |
| Participant deferral / active EE | $7,428 | $2,255+229.4% | $5,540+34.1% | $3,767+97.2% |
| Admin fee / account holder | $820 | $2,189-62.5% | $14,329-94.3% | $2,969-72.4% |