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: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $211,751 |
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 · EIN 52-1396995 | Advisory (Plan) | $115,317 |
Service code 13 · EIN 31-1582098 | Contract Administrator | $50,510 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,858 | $119,446-5.5% | $150,045-24.8% | $85,563+31.9% |
| Participation rate | 83.6% | 75.4%+8.1pp | 82.3%+1.2pp | 66.0%+17.6pp |
| Annual return | 14.34% | 23.72%-9.4pp | 62.55%-48.2pp | 31.51%-17.2pp |
| Employer contribution / active EE | $7,231 | $4,078+77.3% | $4,693+54.1% | $2,654+172.5% |
| Participant deferral / active EE | $12,089 | $7,985+51.4% | $7,997+51.2% | $4,375+176.3% |
| Admin fee / account holder | $639 | $548+16.6% | $13,435-95.2% | $834-23.5% |