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: VOYA RETIREMENT INS & ANNUITY Service code 13 · EIN 71-0294708 | Contract Administrator | $33,633 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 99 · EIN 52-1396995 | Other Fees | $17,736 |
Filed as: CBIZ BENEFITS & INSURANCE SVCES Service code 99 · EIN 31-1582098 | Other Fees | $10,011 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $46 |
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 | $92,064 | $56,357+63.4% | $104,294-11.7% | $68,494+34.4% |
| Participation rate | 98.9% | 63.3%+35.7pp | 73.3%+25.6pp | 67.9%+31.0pp |
| Annual return | -15.51% | -9.19%-6.3pp | 24.61%-40.1pp | -7.84%-7.7pp |
| Employer contribution / active EE | $5,737 | $1,960+192.7% | $3,372+70.2% | $2,596+121.0% |
| Participant deferral / active EE | $9,534 | $3,077+209.8% | $4,625+106.1% | $4,027+136.7% |
| Admin fee / account holder | $430 | $4,903-91.2% | $7,339-94.1% | $5,403-92.0% |