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) | $35,127 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,604 |
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 | $77,025 | $88,083-12.6% | $164,813-53.3% | $74,495+3.4% |
| Participation rate | 97.5% | 73.0%+24.4pp | 78.6%+18.9pp | 67.2%+30.3pp |
| Annual return | 14.51% | 17.26%-2.8pp | 69.93%-55.4pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,459 | $2,593-43.7% | $4,341-66.4% | $2,623-44.4% |
| Participant deferral / active EE | $5,657 | $4,498+25.8% | $6,031-6.2% | $4,346+30.2% |
| Admin fee / account holder | $448 | $2,234-79.9% | $12,690-96.5% | $1,942-76.9% |