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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 6050 OAK TREE BOULEVARD SUITE 500 · CLEVELAND, OH 441316951 | Advisory (Plan) | $14,114 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,207 | $79,124+69.6% | $60,874+120.5% | $64,808+107.1% |
| Participation rate | 97.0% | 77.7%+19.3pp | 73.1%+23.9pp | 71.5%+25.5pp |
| Annual return | -11.37% | -7.13%-4.2pp | 16.90%-28.3pp | 32.82%-44.2pp |
| Employer contribution / active EE | $4,707 | $3,050+54.3% | $2,701+74.2% | $2,506+87.8% |
| Participant deferral / active EE | $4,340 | $3,725+16.5% | $3,817+13.7% | $4,310+0.7% |
| Admin fee / account holder | $26 | $106-75.5% | $3,224-99.2% | $188-86.2% |