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 INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968784 | Other Fees | $36,204 |
Filed as: CBIZ BENEFITS & INS SERVICES Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $9,416 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,268 | $79,171+179.5% | $102,423+116.0% | $74,495+197.0% |
| Participation rate | 79.2% | 74.8%+4.4pp | 76.5%+2.8pp | 67.2%+12.0pp |
| Annual return | 14.27% | 54.93%-40.7pp | 29.32%-15.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $961 | $2,362-59.3% | $3,023-68.2% | $2,623-63.4% |
| Participant deferral / active EE | $8,841 | $4,415+100.2% | $5,053+75.0% | $4,346+103.4% |
| Admin fee / account holder | $71 | $2,001-96.5% | $9,451-99.3% | $1,942-96.4% |