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: SMITH ELLIOTT KEARNS AND COMPANY, L Service code 99 · EIN 52-0783935 | Other Fees | $26,600 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 · EIN 81-3968774 | Other Services | $21,072 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $20,894 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968774 | Other Fees | $16,734 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,440 | $148,534-58.6% | $135,903-54.8% | $139,434-55.9% |
| Participation rate | 38.1% | 83.9%-45.8pp | 81.9%-43.8pp | 80.3%-42.2pp |
| Annual return | 12.48% | 79.19%-66.7pp | 68.23%-55.7pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,270 | $5,243-75.8% | $4,856-73.8% | $4,751-73.3% |
| Participant deferral / active EE | $1,812 | $8,100-77.6% | $7,758-76.6% | $6,710-73.0% |
| Admin fee / account holder | $577 | $12,400-95.3% | $10,762-94.6% | $11,403-94.9% |