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 | $36,273 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,741 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 26 · EIN 81-3968784 | Advisory (Participants) | $2,845 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,979 | $81,625-4.5% | $167,512-53.4% | $74,304+4.9% |
| Participation rate | 71.6% | 60.0%+11.5pp | 77.1%-5.5pp | 60.3%+11.2pp |
| Annual return | 17.42% | 26.09%-8.7pp | 1615.79%-1598.4pp | 29.43%-12.0pp |
| Employer contribution / active EE | $2,287 | $2,010+13.8% | $3,882-41.1% | $2,241+2.1% |
| Participant deferral / active EE | $7,452 | $4,115+81.1% | $6,405+16.4% | $3,767+97.8% |
| Admin fee / account holder | $115 | $3,474-96.7% | $9,769-98.8% | $2,969-96.1% |