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 9-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 26 · EIN 71-0294708 | Advisory (Participants) | $66,693 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968784 | Other Fees | $26,016 |
CBIZ RETIREMENT PLAN SERVICES9+ years Filed as: CBIZ BENEFITS & INSURANCE SVCS INC Service code 49 | Other Services | $8,068 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 31-1582098 | Other Services | $2,175 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $22 |
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 | $54,505 | $45,031+21.0% | $85,009-35.9% | $77,671-29.8% |
| Participation rate | 32.7% | 48.7%-15.9pp | 67.5%-34.8pp | 70.6%-37.8pp |
| Annual return | 13.84% | 79.22%-65.4pp | 66.47%-52.6pp | 31.21%-17.4pp |
| Employer contribution / active EE | $938 | $1,609-41.7% | $2,728-65.6% | $2,726-65.6% |
| Participant deferral / active EE | $1,822 | $2,807-35.1% | $4,522-59.7% | $4,648-60.8% |
| Admin fee / account holder | $366 | $912-59.8% | $6,153-94.0% | $430-14.9% |