See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $99,879 |
TRIAD ADVISORS INC5 years Service code 55 5185 PEACHTREE PKWY 280 · NORCROSS, GA 300926541 | Other Commissions | $56,530 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 6011 WEST COURTY ARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $19,971 |
Filed as: CBIZ BENEFITS & INS SERVICES Service code 13 28126 NETWORK PLACE · CHICAGO, IL 60673 | Contract Administrator | $8,311 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 99 28264 NETWORK PL · CHICAGO, IL 60673 | Other Fees | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,042 | $100,801+58.8% | $149,696+6.9% | $73,409+118.0% |
| Participation rate | 79.0% | 77.7%+1.3pp | 82.5%-3.5pp | 72.2%+6.8pp |
| Annual return | 16.00% | 265.34%-249.3pp | 276.60%-260.6pp | 59.29%-43.3pp |
| Employer contribution / active EE | $4,498 | $3,312+35.8% | $4,644-3.1% | $2,234+101.4% |
| Participant deferral / active EE | $5,968 | $6,404-6.8% | $6,842-12.8% | $3,805+56.8% |
| Admin fee / account holder | $474 | $181+161.9% | $9,309-94.9% | $158+199.9% |