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 INVESTMENT ADVISORY SERVICES L Service code 27 · EIN 31-1582098 | Advisory (Plan) | $15,050 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,419 |
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 | $22,959 | $57,651-60.2% | $112,229-79.5% | $71,457-67.9% |
| Participation rate | 92.0% | 58.9%+33.1pp | 72.4%+19.6pp | 67.9%+24.1pp |
| Annual return | 11.28% | 18.32%-7.0pp | 30.20%-18.9pp | 28.85%-17.6pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,430-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,042 | $2,863-28.7% | $4,798-57.4% | $4,289-52.4% |
| Admin fee / account holder | $124 | $1,581-92.1% | $7,748-98.4% | $1,587-92.2% |