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 |
|---|---|---|
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $15,461 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,476 | $78,485+52.2% | $106,213+12.5% | $74,495+60.4% |
| Participation rate | 71.3% | 72.8%-1.5pp | 75.3%-4.0pp | 67.2%+4.1pp |
| Annual return | 8.71% | 15.95%-7.2pp | 116.14%-107.4pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $782 | $2,523-69.0% | $3,171-75.3% | $2,623-70.2% |
| Participant deferral / active EE | $3,848 | $4,322-11.0% | $5,016-23.3% | $4,346-11.5% |
| Admin fee / account holder | $578 | $2,232-74.1% | $11,033-94.8% | $1,942-70.2% |