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 | $14,045 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 31-1582098 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $5,454 |
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 | $41,192 | $102,317-59.7% | $146,958-72.0% | $80,856-49.1% |
| Participation rate | 49.1% | 75.8%-26.7pp | 82.2%-33.1pp | 67.6%-18.5pp |
| Annual return | 12.55% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,285 | $3,713-65.4% | $4,933-74.0% | $2,755-53.4% |
| Participant deferral / active EE | $3,870 | $6,644-41.7% | $8,070-52.0% | $4,296-9.9% |
| Admin fee / account holder | $262 | $7,941-96.7% | $12,998-98.0% | $6,918-96.2% |