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 10-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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 11-1000111 | Other Fees | $30,553 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $8,230 |
Filed as: CBIZ BENEFITS AND INS SERVICES Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $0 |
Employer contribution per participant 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 | $17,960 | $50,458-64.4% | $159,960-88.8% | $64,808-72.3% |
| Participation rate | 81.2% | 68.0%+13.1pp | 78.0%+3.2pp | 71.5%+9.7pp |
| Annual return | -17.36% | -13.42%-3.9pp | 408.60%-426.0pp | 32.82%-50.2pp |
| Employer contribution / active EE | $475 | $1,722-72.4% | $4,226-88.8% | $2,506-81.1% |
| Participant deferral / active EE | $2,573 | $4,004-35.7% | $6,182-58.4% | $4,310-40.3% |
| Admin fee / account holder | $214 | $706-69.7% | $8,698-97.5% | $188+13.8% |