See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 17 · EIN 52-1396995 6050 OAK TREE BOULEVARD SUITE 500 · CLEVELAND, OH 441316951 | Pension Consulting | $32,000 |
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 | $117,932 | $70,083+68.3% | $59,878+97.0% | $55,725+111.6% |
| Participation rate | 98.8% | 78.4%+20.5pp | 74.7%+24.1pp | 70.9%+28.0pp |
| Annual return | -3.77% | 3.13%-6.9pp | 3.46%-7.2pp | 244.93%-248.7pp |
| Employer contribution / active EE | $4,545 | $2,878+57.9% | $2,722+67.0% | $2,078+118.7% |
| Participant deferral / active EE | $4,032 | $3,079+31.0% | $3,402+18.5% | $3,356+20.2% |
| Admin fee / account holder | $59 | $70-16.1% | $3,590-98.4% | $115-48.8% |