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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.
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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 81-3968784 | Other Fees | $45,428 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $6,933 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,815 | $71,964-50.2% | $167,512-78.6% | $85,563-58.1% |
| Participation rate | 93.9% | 61.0%+32.9pp | 77.1%+16.9pp | 66.0%+27.9pp |
| Annual return | 16.53% | 18.83%-2.3pp | 1615.79%-1599.3pp | 31.51%-15.0pp |
| Employer contribution / active EE | $231 | $1,875-87.7% | $3,882-94.0% | $2,654-91.3% |
| Participant deferral / active EE | $3,524 | $4,110-14.3% | $6,405-45.0% | $4,375-19.5% |
| Admin fee / account holder | $364 | $815-55.3% | $9,769-96.3% | $834-56.3% |