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 4-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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 | Advisory (Participants) | $21,777 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $4,332 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,381 | $34,677-15.3% | $77,024-61.9% | $64,808-54.7% |
| Participation rate | 97.3% | 49.8%+47.5pp | 67.9%+29.4pp | 71.5%+25.9pp |
| Annual return | -8.41% | -5.33%-3.1pp | 42.32%-50.7pp | 32.82%-41.2pp |
| Employer contribution / active EE | $5,688 | $1,370+315.2% | $2,812+102.3% | $2,506+127.0% |
| Participant deferral / active EE | $853 | $2,556-66.6% | $4,426-80.7% | $4,310-80.2% |
| Admin fee / account holder | $74 | $179-58.8% | $5,425-98.6% | $188-60.9% |