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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $4,523 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $566 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,210 | $50,199+79.7% | $70,092+28.7% | $66,914+34.8% |
| Participation rate | 64.9% | 66.3%-1.5pp | 70.5%-5.6pp | 69.8%-4.9pp |
| Annual return | -17.77% | -13.85%-3.9pp | 190.73%-208.5pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,749 | $1,864-6.2% | $2,559-31.6% | $2,544-31.3% |
| Participant deferral / active EE | $2,553 | $3,112-18.0% | $3,849-33.7% | $4,237-39.7% |
| Admin fee / account holder | $14 | $600-97.7% | $6,267-99.8% | $593-97.6% |