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) | $27,933 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,932 | $56,357+192.7% | $104,294+58.1% | $68,494+140.8% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -17.19% | -9.19%-8.0pp | 24.61%-41.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $6,845 | $1,960+249.2% | $3,372+103.0% | $2,596+163.6% |
| Participant deferral / active EE | $6,148 | $3,077+99.8% | $4,625+32.9% | $4,027+52.7% |
| Admin fee / account holder | $250 | $4,903-94.9% | $7,339-96.6% | $5,403-95.4% |