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 L Service code 28 · EIN 81-3968784 | Investment Management | $6,400 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,225 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,579 | $65,557-65.6% | $64,056-64.8% | $71,457-68.4% |
| Participation rate | 99.0% | 73.2%+25.8pp | 72.3%+26.7pp | 67.9%+31.1pp |
| Annual return | 13.26% | 18.94%-5.7pp | 33.69%-20.4pp | 28.85%-15.6pp |
| Employer contribution / active EE | $1,632 | $2,669-38.9% | $2,747-40.6% | $2,588-36.9% |
| Participant deferral / active EE | $667 | $3,626-81.6% | $3,880-82.8% | $4,289-84.4% |
| Admin fee / account holder | $31 | $616-95.0% | $3,068-99.0% | $1,587-98.0% |