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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES7+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $57,641 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 PO BOX 645547 · CINCINNATI, OH 452645547 | Advisory (Plan) | $50,548 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $49,661 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $30,402 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,949 | $78,275-32.4% | $109,143-51.5% | $86,799-39.0% |
| Participation rate | 79.4% | 73.8%+5.6pp | 75.9%+3.5pp | 72.3%+7.1pp |
| Annual return | 8.54% | 19.14%-10.6pp | 25.75%-17.2pp | 97.91%-89.4pp |
| Employer contribution / active EE | $5,347 | $3,105+72.2% | $3,722+43.7% | $2,405+122.3% |
| Participant deferral / active EE | $1,440 | $3,641-60.4% | $4,653-69.1% | $4,131-65.1% |
| Admin fee / account holder | $373 | $198+88.1% | $6,752-94.5% | $170+120.2% |