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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $30,255 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,287 |
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 | $74,443 | $82,978-10.3% | $129,995-42.7% | $71,457+4.2% |
| Participation rate | 97.3% | 74.1%+23.2pp | 78.5%+18.8pp | 67.9%+29.4pp |
| Annual return | 17.88% | 20.60%-2.7pp | -137.18%+155.1pp | 28.85%-11.0pp |
| Employer contribution / active EE | $1,526 | $2,622-41.8% | $4,320-64.7% | $2,588-41.0% |
| Participant deferral / active EE | $5,917 | $4,432+33.5% | $5,820+1.7% | $4,289+38.0% |
| Admin fee / account holder | $396 | $1,729-77.1% | $10,614-96.3% | $1,587-75.0% |