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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.
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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 Service code 26 · EIN 81-3968784 5959 ROCKSIDE WOODS · INDEPENDENCE, OH 44131 | Advisory (Participants) | $38,043 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,386 | $54,517+53.0% | $75,972+9.8% | $74,495+11.9% |
| Participation rate | 61.8% | 60.3%+1.5pp | 69.1%-7.2pp | 67.2%-5.4pp |
| Annual return | 18.98% | 31.82%-12.8pp | 359.55%-340.6pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $2,464 | $1,777+38.6% | $2,685-8.2% | $2,623-6.1% |
| Participant deferral / active EE | $4,544 | $3,066+48.2% | $4,255+6.8% | $4,346+4.6% |
| Admin fee / account holder | $469 | $2,229-79.0% | $6,467-92.7% | $1,942-75.8% |