Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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: LINEWEAVER WEALTH ADVISORS Service code 99 · EIN 47-1966492 | Other Fees | $36,142 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICE Service code 99 · EIN 81-3968784 | Other Fees | $18,546 |
Filed as: CBIZ BENEFITS AND INSURANCE SVCS Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $12,393 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,569 | $88,982-29.7% | $102,438-38.9% | $77,671-19.4% |
| Participation rate | 95.1% | 80.9%+14.1pp | 76.5%+18.6pp | 70.6%+24.5pp |
| Annual return | 14.45% | 25.01%-10.6pp | 29.37%-14.9pp | 31.21%-16.8pp |
| Employer contribution / active EE | $1,054 | $2,698-60.9% | $3,024-65.1% | $2,726-61.3% |
| Participant deferral / active EE | $3,528 | $5,144-31.4% | $5,054-30.2% | $4,648-24.1% |
| Admin fee / account holder | $379 | $236+60.9% | $9,448-96.0% | $430-12.0% |