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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,225 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S STE 500 · CINCINNATI, OH 44131 | Advisory (Plan) | $40,172 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,057 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,506 | $66,528-37.6% | $86,874-52.2% | $86,799-52.2% |
| Participation rate | 82.6% | 72.4%+10.3pp | 71.6%+11.0pp | 72.3%+10.3pp |
| Annual return | 10.86% | 19.56%-8.7pp | 63.52%-52.7pp | 97.91%-87.0pp |
| Employer contribution / active EE | $1,734 | $2,007-13.6% | $2,495-30.5% | $2,405-27.9% |
| Participant deferral / active EE | $2,568 | $3,240-20.7% | $3,699-30.6% | $4,131-37.8% |
| Admin fee / account holder | $188 | $148+27.2% | $5,828-96.8% | $170+11.2% |