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 BENEFITS & INS SERVICES INC. Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $15,609 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $12,677 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,347 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,532 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,622 | $77,660-52.8% | $109,143-66.4% | $79,386-53.9% |
| Participation rate | 91.1% | 67.8%+23.3pp | 75.9%+15.2pp | 70.7%+20.4pp |
| Annual return | 13.21% | 23.44%-10.2pp | 25.75%-12.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $1,760 | $2,797-37.1% | $3,722-52.7% | $2,427-27.5% |
| Participant deferral / active EE | $4,101 | $3,518+16.6% | $4,653-11.9% | $4,046+1.4% |
| Admin fee / account holder | $102 | $732-86.1% | $6,752-98.5% | $626-83.8% |