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 99 | Other Fees | $27,025 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,557 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 26 · EIN 81-3968784 | Advisory (Participants) | $2,780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,002 | $73,360+0.9% | $177,989-58.4% | $74,495-0.7% |
| Participation rate | 62.9% | 66.6%-3.7pp | 77.1%-14.1pp | 67.2%-4.3pp |
| Annual return | 20.71% | 17.49%+3.2pp | 294.48%-273.8pp | 1364.94%-1344.2pp |
| Employer contribution / active EE | $2,017 | $2,216-9.0% | $3,949-48.9% | $2,623-23.1% |
| Participant deferral / active EE | $5,849 | $4,513+29.6% | $6,276-6.8% | $4,346+34.6% |
| Admin fee / account holder | $184 | $1,808-89.8% | $10,363-98.2% | $1,942-90.5% |