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: VOYA RETIREMENT INSURANCE AND ANNUI Service code 15 · EIN 71-0294708 | Recordkeeping | $59,228 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 | Advisory (Participants) | $29,373 |
CBIZ RETIREMENT PLAN SERVICES9+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 31-1582098 | Other Services | $5,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,766 | $50,815+1.9% | $155,509-66.7% | $77,643-33.3% |
| Participation rate | 36.2% | 63.1%-26.9pp | 78.2%-42.0pp | 70.6%-34.4pp |
| Annual return | 14.53% | 34.80%-20.3pp | 64.67%-50.1pp | 31.24%-16.7pp |
| Employer contribution / active EE | $794 | $1,993-60.1% | $4,672-83.0% | $2,726-70.9% |
| Participant deferral / active EE | $2,728 | $2,822-3.3% | $5,626-51.5% | $4,647-41.3% |
| Admin fee / account holder | $273 | $437-37.4% | $15,912-98.3% | $430-36.5% |