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) | $39,425 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,903 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $13,267 |
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 | $150,982 | $78,976+91.2% | $100,383+50.4% | $74,546+102.5% |
| Participation rate | 90.9% | 79.5%+11.4pp | 81.5%+9.4pp | 67.2%+23.7pp |
| Annual return | 17.35% | 20.62%-3.3pp | 49.26%-31.9pp | 1366.03%-1348.7pp |
| Employer contribution / active EE | $0 | $3,019-100.0% | $3,944-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $11,238 | $7,758+44.9% | $8,086+39.0% | $4,347+158.5% |
| Admin fee / account holder | $422 | $1,330-68.3% | $7,900-94.7% | $1,944-78.3% |