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: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $14,140 |
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $13,158 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,575 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,010 | $64,119-57.9% | $112,228-75.9% | $66,914-59.6% |
| Participation rate | 86.3% | 68.5%+17.8pp | 75.1%+11.3pp | 69.8%+16.5pp |
| Annual return | -14.93% | -13.81%-1.1pp | 27.45%-42.4pp | 1.58%-16.5pp |
| Employer contribution / active EE | $267 | $3,005-91.1% | $3,635-92.7% | $2,544-89.5% |
| Participant deferral / active EE | $3,585 | $3,693-2.9% | $4,728-24.2% | $4,237-15.4% |
| Admin fee / account holder | $116 | $625-81.5% | $6,410-98.2% | $593-80.5% |