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 SERVICES2+ years Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $26,008 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,904 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 99 PO BOX 632886 · CINCINNATI, OH 452632886 | Other Fees | $20,628 |
Filed as: CBIZ BENEFITS & INS SERVICES, INC Service code 99 | Other Fees | $14,304 |
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).
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 | $40,134 | $106,028-62.1% | $146,958-72.7% | $77,643-48.3% |
| Participation rate | 48.3% | 78.4%-30.1pp | 82.2%-33.9pp | 70.6%-22.3pp |
| Annual return | 23.32% | 56.73%-33.4pp | 418.34%-395.0pp | 31.24%-7.9pp |
| Employer contribution / active EE | $2,156 | $4,063-46.9% | $4,933-56.3% | $2,726-20.9% |
| Participant deferral / active EE | $5,341 | $7,990-33.2% | $8,070-33.8% | $4,647+14.9% |
| Admin fee / account holder | $63 | $337-81.4% | $12,998-99.5% | $430-85.4% |