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) | $15,268 |
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $13,587 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,274 |
Filed as: EMPOWER ADVISORY GROUP. LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,324 |
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 | $64,088 | $76,670-16.4% | $96,683-33.7% | $71,457-10.3% |
| Participation rate | 88.2% | 66.6%+21.6pp | 74.3%+13.8pp | 67.9%+20.3pp |
| Annual return | 43.51% | 48.29%-4.8pp | 35.69%+7.8pp | 28.85%+14.7pp |
| Employer contribution / active EE | $1,304 | $3,031-57.0% | $3,737-65.1% | $2,588-49.6% |
| Participant deferral / active EE | $6,523 | $3,771+73.0% | $4,878+33.7% | $4,289+52.1% |
| Admin fee / account holder | $199 | $2,028-90.2% | $6,730-97.0% | $1,587-87.5% |