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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.
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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: VOYA RETIREMENT INSURANCE AND ANNUI Service code 15 · EIN 71-0294708 | Recordkeeping | $68,677 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 | Advisory (Participants) | $32,809 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 31-1582098 | Other Services | $5,738 |
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 | $59,838 | $50,982+17.4% | $154,803-61.3% | $85,563-30.1% |
| Participation rate | 38.2% | 59.8%-21.6pp | 78.1%-39.9pp | 66.0%-27.8pp |
| Annual return | 17.71% | 30.35%-12.6pp | 58.88%-41.2pp | 31.51%-13.8pp |
| Employer contribution / active EE | $785 | $1,708-54.0% | $4,305-81.8% | $2,654-70.4% |
| Participant deferral / active EE | $2,518 | $2,474+1.8% | $5,540-54.5% | $4,375-42.4% |
| Admin fee / account holder | $313 | $846-63.1% | $14,329-97.8% | $834-62.5% |