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 SERVICES9+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 PO BOX 632886 · CINCINNATI, OH 45263 | Contract Administrator | $62,951 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 6050 OAK TREE BLVD D · CLEVELAND, OH 44131 | Advisory (Plan) | $42,681 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40,284 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $36,462 |
YOUNT, HYDE & BARBOUR, P.C.2 years Filed as: YOUNT, HYDE & BARBOUR Service code 10 50 SOUTH CAMERON ST · WINCHESTER, VA 22604 | Accounting | $17,500 |
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 | $60,908 | $92,971-34.5% | $96,683-37.0% | $74,419-18.2% |
| Participation rate | 74.8% | 71.5%+3.3pp | 74.3%+0.5pp | 70.7%+4.1pp |
| Annual return | 12.74% | 37.49%-24.8pp | 35.69%-23.0pp | 34.38%-21.6pp |
| Employer contribution / active EE | $2,147 | $3,426-37.3% | $3,737-42.6% | $2,637-18.6% |
| Participant deferral / active EE | $2,247 | $3,970-43.4% | $4,878-53.9% | $4,528-50.4% |
| Admin fee / account holder | $498 | $633-21.3% | $6,730-92.6% | $348+43.2% |