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 INVESTMENT ADV SERVICES, LLC Service code 16 · EIN 81-3968784 | Consulting | $56,244 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,790 |
BDO USA, LLP3 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $30,001 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $21,519 |
Filed as: CBIZ BENEFITS & INS SVCS INC Service code 16 · EIN 31-1582098 | Consulting | $16,595 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,138 | $100,923+219.2% | $150,045+114.7% | $74,304+333.5% |
| Participation rate | 99.1% | 70.1%+29.0pp | 82.3%+16.8pp | 60.3%+38.8pp |
| Annual return | 17.48% | 51.77%-34.3pp | 62.55%-45.1pp | 29.43%-11.9pp |
| Employer contribution / active EE | $16,196 | $3,463+367.6% | $4,693+245.1% | $2,241+622.7% |
| Participant deferral / active EE | $15,403 | $6,709+129.6% | $7,997+92.6% | $3,767+308.9% |
| Admin fee / account holder | $478 | $2,767-82.7% | $13,435-96.4% | $2,969-83.9% |