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 3-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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 99 | Other Fees | $17,500 |
PENN CAPITAL MANAGEMENT1+ years Filed as: PENN JERSEY PAPER COMPANY Service code 99 · EIN 11-1000111 | Other Fees | $13,024 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $10,192 |
Filed as: TYCOR BENEFIT ADMINISTRATORS INC Service code 49 | Other Services | $3,670 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968784 | Other Fees | $0 |
Service code 49 · EIN 23-2179178 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,518 | $91,538-80.9% | $129,995-86.5% | $75,163-76.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -78.93% | -631.11%+552.2pp | -137.18%+58.3pp | 160.62%-239.5pp |
| Employer contribution / active EE | $4,096 | $2,845+44.0% | $4,320-5.2% | $2,670+53.4% |
| Participant deferral / active EE | $9,984 | $4,341+130.0% | $5,820+71.5% | $4,125+142.0% |
| Admin fee / account holder | $697 | $6,790-89.7% | $10,614-93.4% | $5,651-87.7% |