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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $25,550 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 | Advisory (Participants) | $19,654 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 15 · EIN 71-0294708 | Recordkeeping | $9,157 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 16 · EIN 47-0644967 | Consulting | $1,540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,733 | $56,485-19.0% | $185,823-75.4% | $86,799-47.3% |
| Participation rate | 33.8% | 65.5%-31.6pp | 81.7%-47.9pp | 72.3%-38.4pp |
| Annual return | 27.10% | 118.04%-90.9pp | 122.05%-94.9pp | 97.91%-70.8pp |
| Employer contribution / active EE | $577 | $1,843-68.7% | $5,167-88.8% | $2,405-76.0% |
| Participant deferral / active EE | $1,834 | $2,553-28.2% | $5,568-67.1% | $4,131-55.6% |
| Admin fee / account holder | $255 | $150+70.6% | $16,237-98.4% | $170+50.5% |