See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for 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: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $45,628 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,604 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,251 |
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 | $71,397 | $78,483-9.0% | $106,201-32.8% | $74,546-4.2% |
| Participation rate | 79.2% | 72.8%+6.4pp | 75.3%+3.9pp | 67.2%+12.0pp |
| Annual return | 13.76% | 15.94%-2.2pp | 116.26%-102.5pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $3,167 | $2,522+25.6% | $3,170-0.1% | $2,624+20.7% |
| Participant deferral / active EE | $8,068 | $4,320+86.7% | $5,012+61.0% | $4,347+85.6% |
| Admin fee / account holder | $413 | $2,236-81.5% | $11,039-96.3% | $1,944-78.7% |