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 4615 SOUTHWEST FWY, FL 3 · HOUSTON, TX 77027 | Other Services | $29,422 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 99 · EIN 81-3968784 | Other Fees | $16,566 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,076 | $46,292-65.3% | $143,757-88.8% | $64,808-75.2% |
| Participation rate | 83.7% | 64.2%+19.5pp | 80.3%+3.4pp | 71.5%+12.2pp |
| Annual return | -16.87% | -10.05%-6.8pp | -0.04%-16.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $590 | $1,910-69.1% | $4,951-88.1% | $2,506-76.4% |
| Participant deferral / active EE | $1,526 | $2,646-42.3% | $5,637-72.9% | $4,310-64.6% |
| Admin fee / account holder | $122 | $154-20.6% | $14,673-99.2% | $188-35.0% |