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 27 · EIN 81-3968784 | Advisory (Plan) | $27,119 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,183 | $70,587+202.0% | $124,672+71.0% | $85,850+148.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 15.97% | 20688.83%-20672.9pp | 5142.93%-5127.0pp | 318.53%-302.6pp |
| Employer contribution / active EE | $7,206 | $1,913+276.6% | $3,324+116.8% | $2,565+180.9% |
| Participant deferral / active EE | $6,226 | $2,969+109.7% | $4,614+34.9% | $3,952+57.6% |
| Admin fee / account holder | $245 | $5,282-95.4% | $7,493-96.7% | $6,260-96.1% |