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 FINANCIAL SOLUTIONS Service code 99 · EIN 52-1396995 | Other Fees | $27,953 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 99 · EIN 31-1582098 | Other Fees | $13,633 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $128,214 | $64,324+99.3% | $118,925+7.8% | $79,858+60.6% |
| Participation rate | 98.8% | 64.9%+34.0pp | 75.4%+23.4pp | 69.6%+29.2pp |
| Annual return | 18.03% | 86.45%-68.4pp | 35.88%-17.8pp | 31.71%-13.7pp |
| Employer contribution / active EE | $6,134 | $1,836+234.0% | $3,263+88.0% | $2,471+148.2% |
| Participant deferral / active EE | $9,363 | $2,824+231.6% | $4,265+119.5% | $3,740+150.3% |
| Admin fee / account holder | $343 | $4,040-91.5% | $6,581-94.8% | $5,306-93.5% |