See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 · EIN 26-3753134 | Other Services | $5,054 |
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 | $82,631 | $72,607+13.8% | $90,749-8.9% | $66,914+23.5% |
| Participation rate | 67.0% | 73.7%-6.7pp | 75.7%-8.7pp | 69.8%-2.8pp |
| Annual return | -17.03% | -12.28%-4.7pp | -12.16%-4.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,487 | $2,369+5.0% | $2,921-14.9% | $2,544-2.3% |
| Participant deferral / active EE | $5,643 | $3,977+41.9% | $4,564+23.6% | $4,237+33.2% |
| Admin fee / account holder | $63 | $707-91.1% | $8,445-99.3% | $593-89.3% |