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 99 | Other Fees | $30,654 |
MALONEY & NOVOTNY LLC1 year Filed as: MALONEY AND NOVOTNY LLC Service code 10 · EIN 04-3046611 | Accounting | $12,500 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $4,162 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES I Service code 99 · EIN 81-3968784 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,180 | $78,485+12.4% | $106,213-17.0% | $74,495+18.4% |
| Participation rate | 49.3% | 72.8%-23.5pp | 75.3%-25.9pp | 67.2%-17.9pp |
| Annual return | 11.23% | 15.95%-4.7pp | 116.14%-104.9pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,676 | $4,322-38.1% | $5,016-46.6% | $4,346-38.4% |
| Admin fee / account holder | $168 | $2,232-92.5% | $11,033-98.5% | $1,942-91.3% |