Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 SERVICE Service code 99 · EIN 81-3968784 | Other Fees | $65,898 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $9,493 |
Filed as: CBIZ BENEFITS AND INSURANCE SERV Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,265 | $62,688-46.9% | $178,014-81.3% | $77,671-57.2% |
| Participation rate | 93.1% | 66.9%+26.2pp | 77.1%+16.0pp | 70.6%+22.5pp |
| Annual return | 21.15% | 16.16%+5.0pp | 294.80%-273.7pp | 31.21%-10.1pp |
| Employer contribution / active EE | $2,463 | $1,912+28.9% | $3,950-37.6% | $2,726-9.6% |
| Participant deferral / active EE | $4,049 | $4,224-4.1% | $6,276-35.5% | $4,648-12.9% |
| Admin fee / account holder | $57 | $386-85.3% | $10,362-99.5% | $430-86.8% |