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 10-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 99 | Other Fees | $34,232 |
Filed as: CBIZ BENEFITS AND INSURANCE Service code 49 | Other Services | $13,189 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 26 · EIN 81-3968784 | Advisory (Participants) | $1,659 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,924 | $106,110-37.9% | $147,005-55.2% | $77,671-15.1% |
| Participation rate | 49.0% | 78.4%-29.4pp | 82.2%-33.1pp | 70.6%-21.5pp |
| Annual return | 25.26% | 56.77%-31.5pp | 418.76%-393.5pp | 31.21%-6.0pp |
| Employer contribution / active EE | $2,550 | $4,065-37.3% | $4,934-48.3% | $2,726-6.5% |
| Participant deferral / active EE | $3,697 | $7,992-53.7% | $8,070-54.2% | $4,648-20.5% |
| Admin fee / account holder | $302 | $338-10.6% | $13,006-97.7% | $430-29.8% |