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 26 · EIN 81-3968784 | Advisory (Participants) | $15,299 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,146 | $55,415-56.4% | $155,509-84.5% | $74,495-67.6% |
| Participation rate | 83.0% | 61.9%+21.1pp | 78.2%+4.9pp | 67.2%+15.8pp |
| Annual return | 11.69% | 268.50%-256.8pp | 64.67%-53.0pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $681 | $2,267-70.0% | $4,672-85.4% | $2,623-74.0% |
| Participant deferral / active EE | $1,948 | $2,836-31.3% | $5,626-65.4% | $4,346-55.2% |
| Admin fee / account holder | $37 | $1,738-97.9% | $15,912-99.8% | $1,942-98.1% |