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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $45,525 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ INVESTMENT ADVISORY Service code 27 · EIN 81-3968784 | Advisory (Plan) | $36,761 |
Filed as: CBIZ BENEFITS & INS SERVICES Service code 99 · EIN 31-1582098 | Other Fees | $10,974 |
Filed as: FIDELITY Service code 37 · EIN 04-2647786 | Loan Processing | $930 |
LINCOLN NATIONAL CORPORATION2+ years Service code 64 · EIN 35-1140070 | Recordkeeping Fees | $90 |
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 | $79,396 | $61,272+29.6% | $149,673-47.0% | $71,457+11.1% |
| Participation rate | 63.8% | 62.5%+1.3pp | 78.8%-15.0pp | 67.9%-4.1pp |
| Annual return | 17.43% | 35.85%-18.4pp | 134.42%-117.0pp | 28.85%-11.4pp |
| Employer contribution / active EE | $1,431 | $2,378-39.8% | $4,818-70.3% | $2,588-44.7% |
| Participant deferral / active EE | $5,709 | $2,917+95.7% | $5,680+0.5% | $4,289+33.1% |
| Admin fee / account holder | $380 | $1,261-69.9% | $13,210-97.1% | $1,587-76.0% |