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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $75,539 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $63,053 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,112 | $91,762+53.8% | $67,502+109.0% | $77,643+81.7% |
| Participation rate | 96.7% | 75.9%+20.8pp | 72.9%+23.9pp | 70.6%+26.2pp |
| Annual return | 10.28% | 14.87%-4.6pp | 3512.12%-3501.8pp | 31.24%-21.0pp |
| Employer contribution / active EE | $4,951 | $3,181+55.7% | $2,731+81.3% | $2,726+81.6% |
| Participant deferral / active EE | $4,656 | $3,903+19.3% | $4,000+16.4% | $4,647+0.2% |
| Admin fee / account holder | $225 | $176+27.7% | $3,998-94.4% | $430-47.8% |