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) | $20,053 |
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $14,862 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,663 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,747 | $80,724+1.3% | $103,333-20.9% | $74,495+9.7% |
| Participation rate | 88.0% | 65.7%+22.4pp | 74.5%+13.5pp | 67.2%+20.8pp |
| Annual return | 12.88% | 27.56%-14.7pp | 24.88%-12.0pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,335 | $3,157-26.0% | $3,868-39.6% | $2,623-11.0% |
| Participant deferral / active EE | $5,169 | $3,860+33.9% | $5,057+2.2% | $4,346+18.9% |
| Admin fee / account holder | $301 | $2,368-87.3% | $8,355-96.4% | $1,942-84.5% |