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 ADVISORY SERVICES, Service code 99 | Other Fees | $24,160 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY, FL 3 · HOUSTON, TX 77027 | Other Services | $7,301 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968784 | Other Fees | $2 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,775 | $47,126-53.8% | $149,673-85.5% | $74,419-70.7% |
| Participation rate | 58.9% | 63.4%-4.5pp | 78.8%-19.9pp | 70.7%-11.9pp |
| Annual return | 14.05% | 22.75%-8.7pp | 134.42%-120.4pp | 34.38%-20.3pp |
| Employer contribution / active EE | $432 | $1,905-77.3% | $4,818-91.0% | $2,637-83.6% |
| Participant deferral / active EE | $1,151 | $2,728-57.8% | $5,680-79.7% | $4,528-74.6% |
| Admin fee / account holder | $68 | $343-80.2% | $13,210-99.5% | $348-80.5% |