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 | $49,731 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ INVESTMENT ADVISORY Service code 27 · EIN 81-3968784 | Advisory (Plan) | $28,771 |
Filed as: CBIZ BENEFITS & INS SERVICES Service code 99 · EIN 31-1582098 | Other Fees | $14,574 |
Filed as: FIDELITY Service code 37 · EIN 04-2647786 | Loan Processing | $850 |
LINCOLN NATIONAL CORPORATION3+ years Service code 64 · EIN 35-1140070 | Recordkeeping Fees | $105 |
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 | $95,282 | $55,415+71.9% | $155,509-38.7% | $74,495+27.9% |
| Participation rate | 61.6% | 61.9%-0.3pp | 78.2%-16.6pp | 67.2%-5.6pp |
| Annual return | 14.61% | 268.50%-253.9pp | 64.67%-50.1pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,459 | $2,267-35.6% | $4,672-68.8% | $2,623-44.4% |
| Participant deferral / active EE | $5,877 | $2,836+107.2% | $5,626+4.5% | $4,346+35.2% |
| Admin fee / account holder | $214 | $1,738-87.7% | $15,912-98.7% | $1,942-89.0% |