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.
| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $14,122 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $4,304 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,360 | $95,274-66.0% | $135,903-76.2% | $74,419-56.5% |
| Participation rate | 44.2% | 78.2%-34.0pp | 81.9%-37.7pp | 70.7%-26.6pp |
| Annual return | 0.00% | 32.77%-32.8pp | 68.23%-68.2pp | 34.38%-34.4pp |
| Employer contribution / active EE | $823 | $3,874-78.8% | $4,856-83.1% | $2,637-68.8% |
| Participant deferral / active EE | $2,183 | $7,782-71.9% | $7,758-71.9% | $4,528-51.8% |
| Admin fee / account holder | $47 | $266-82.2% | $10,762-99.6% | $348-86.4% |