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 FINANCIAL SOLUTIONS Service code 99 · EIN 52-1396995 | Other Fees | $20,380 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 | Other Services | $5,383 |
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $4,120 |
Filed as: CBIZ BENEFIT & INSURANCE SERVICES Service code 13 · EIN 71-0294708 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,995 | $61,156+40.6% | $185,823-53.7% | $79,386+8.3% |
| Participation rate | 58.1% | 66.6%-8.5pp | 81.7%-23.6pp | 70.7%-12.6pp |
| Annual return | 10.81% | 19.45%-8.6pp | 122.05%-111.2pp | 116.85%-106.0pp |
| Employer contribution / active EE | $570 | $2,321-75.4% | $5,167-89.0% | $2,427-76.5% |
| Participant deferral / active EE | $3,579 | $2,789+28.3% | $5,568-35.7% | $4,046-11.5% |
| Admin fee / account holder | $189 | $710-73.3% | $16,237-98.8% | $626-69.8% |