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 ADVISORY SERVICES Service code 27 PO BOX 645547 · CINCINNATI, OH 452645547 | Advisory (Plan) | $18,484 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,477 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,047 | $109,413-79.8% | $156,263-85.9% | $84,808-74.0% |
| Participation rate | 95.6% | 72.7%+22.9pp | 78.9%+16.6pp | 68.3%+27.2pp |
| Annual return | 16.42% | 20.18%-3.8pp | 59.47%-43.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,052 | $2,907-63.8% | $4,333-75.7% | $2,631-60.0% |
| Participant deferral / active EE | $2,912 | $4,590-36.5% | $6,158-52.7% | $4,212-30.8% |
| Admin fee / account holder | $246 | $9,357-97.4% | $14,255-98.3% | $7,344-96.6% |