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 INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968784 | Other Fees | $15,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,394 | $79,171-75.5% | $102,423-81.1% | $74,495-74.0% |
| Participation rate | 47.4% | 74.8%-27.4pp | 76.5%-29.1pp | 67.2%-19.8pp |
| Annual return | 14.52% | 54.93%-40.4pp | 29.32%-14.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $734 | $2,362-68.9% | $3,023-75.7% | $2,623-72.0% |
| Participant deferral / active EE | $3,157 | $4,415-28.5% | $5,053-37.5% | $4,346-27.4% |
| Admin fee / account holder | $32 | $2,001-98.4% | $9,451-99.7% | $1,942-98.3% |