See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $23,164 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $16,140 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $6,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,374 | $101,317-49.3% | $146,958-65.0% | $74,495-31.0% |
| Participation rate | 55.9% | 75.5%-19.7pp | 82.2%-26.3pp | 67.2%-11.3pp |
| Annual return | 14.36% | 8730.91%-8716.6pp | 418.34%-404.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2,114 | $3,810-44.5% | $4,933-57.1% | $2,623-19.4% |
| Participant deferral / active EE | $4,334 | $7,303-40.6% | $8,070-46.3% | $4,346-0.3% |
| Admin fee / account holder | $381 | $1,739-78.1% | $12,998-97.1% | $1,942-80.4% |