See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 26 6050 OAK TREE BLVD SOUTH · CLEVELAND, OH 44131 | Advisory (Participants) | $41,776 |
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $14,180 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,404 | $51,620-37.2% | $90,281-64.1% | $65,185-50.3% |
| Participation rate | 81.8% | 68.6%+13.2pp | 73.3%+8.5pp | 70.2%+11.6pp |
| Annual return | 5.56% | 24.94%-19.4pp | 78.10%-72.5pp | 29.38%-23.8pp |
| Employer contribution / active EE | $385 | $2,235-82.8% | $2,854-86.5% | $2,177-82.3% |
| Participant deferral / active EE | $2,000 | $2,871-30.3% | $3,885-48.5% | $3,514-43.1% |
| Admin fee / account holder | $427 | $384+11.0% | $5,351-92.0% | $847-49.6% |