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 |
|---|---|---|
LPL FINANCIAL10+ years Service code 99 | Other Fees | $26,277 |
Filed as: CBIZ BENEFITS AND INSURANCE SERV Service code 99 · EIN 31-1582098 | Other Fees | $6,512 |
MORNINGSTAR9 years Service code 27 | Advisory (Plan) | $2,126 |
LPL FINANCIAL10+ years Filed as: LPL Service code 99 · EIN 04-3046611 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,908 | $79,700-3.5% | $153,485-49.9% | $74,495+3.2% |
| Participation rate | 65.7% | 69.8%-4.1pp | 77.1%-11.4pp | 67.2%-1.5pp |
| Annual return | 15.30% | 15.07%+0.2pp | 15.65%-0.4pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $718 | $4,016-82.1% | $5,039-85.7% | $2,623-72.6% |
| Participant deferral / active EE | $3,401 | $5,315-36.0% | $6,757-49.7% | $4,346-21.7% |
| Admin fee / account holder | $60 | $1,790-96.6% | $12,724-99.5% | $1,942-96.9% |