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 SERVICES2+ years Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 | Advisory (Participants) | $22,336 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $5,215 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,552 | $40,385-24.3% | $80,569-62.1% | $74,419-58.9% |
| Participation rate | 99.2% | 47.4%+51.8pp | 67.0%+32.2pp | 70.7%+28.5pp |
| Annual return | 4.56% | 164.85%-160.3pp | 935.43%-930.9pp | 34.38%-29.8pp |
| Employer contribution / active EE | $5,405 | $1,496+261.2% | $2,723+98.4% | $2,637+104.9% |
| Participant deferral / active EE | $940 | $2,674-64.8% | $4,447-78.9% | $4,528-79.2% |
| Admin fee / account holder | $87 | $720-87.9% | $5,377-98.4% | $348-75.0% |