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 6801 BRECKSVILLE RD. DOOR N · INDEPENDENCE, OH 44131 | Advisory (Participants) | $13,699 |
NEWPORT GROUP, INC.8 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Claims proc... | $6,547 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,836 | $56,317-0.9% | $71,209-21.6% | $74,304-24.9% |
| Participation rate | 88.3% | 55.1%+33.2pp | 73.8%+14.6pp | 60.3%+28.0pp |
| Annual return | 15.59% | 42.83%-27.2pp | 282.51%-266.9pp | 29.43%-13.8pp |
| Employer contribution / active EE | $3,850 | $2,160+78.2% | $2,721+41.5% | $2,241+71.8% |
| Participant deferral / active EE | $3,354 | $2,788+20.3% | $4,175-19.7% | $3,767-11.0% |
| Admin fee / account holder | $109 | $2,290-95.2% | $5,349-98.0% | $2,969-96.3% |