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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 SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $69,359 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,630 |
EIDE BAILLY LLP1 year Filed as: EIDEBAILLY LLP Service code 10 · EIN 45-0250958 | Accounting | $17,000 |
Filed as: DYNAMIC ADVISOR SOLUTIONS, LLC Service code 16 · EIN 26-3945512 | Consulting | $10,223 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,894 | $101,317+162.4% | $146,958+80.9% | $74,495+256.9% |
| Participation rate | 93.7% | 75.5%+18.2pp | 82.2%+11.6pp | 67.2%+26.5pp |
| Annual return | 12.49% | 8730.91%-8718.4pp | 418.34%-405.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $4,406 | $3,810+15.6% | $4,933-10.7% | $2,623+68.0% |
| Participant deferral / active EE | $11,372 | $7,303+55.7% | $8,070+40.9% | $4,346+161.7% |
| Admin fee / account holder | $545 | $1,739-68.6% | $12,998-95.8% | $1,942-71.9% |