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 8-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 BENEFITS & INS SERVICES INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $19,916 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $15,712 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,220 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,958 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,930 | $91,407-57.4% | $135,903-71.4% | $71,457-45.5% |
| Participation rate | 55.2% | 75.7%-20.5pp | 81.9%-26.8pp | 67.9%-12.8pp |
| Annual return | 18.00% | 29.90%-11.9pp | 68.23%-50.2pp | 28.85%-10.8pp |
| Employer contribution / active EE | $2,090 | $3,703-43.6% | $4,856-57.0% | $2,588-19.2% |
| Participant deferral / active EE | $3,993 | $7,092-43.7% | $7,758-48.5% | $4,289-6.9% |
| Admin fee / account holder | $294 | $1,266-76.7% | $10,762-97.3% | $1,587-81.5% |