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 BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $39,302 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,109 | $86,286+21.8% | $111,297-5.6% | $85,850+22.4% |
| Participation rate | 89.2% | 73.3%+15.9pp | 77.3%+11.9pp | 69.3%+19.9pp |
| Annual return | 13.29% | 19.99%-6.7pp | 54.65%-41.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,261 | $2,043-38.3% | $2,731-53.8% | $2,565-50.8% |
| Participant deferral / active EE | $4,221 | $3,641+15.9% | $4,487-5.9% | $3,952+6.8% |
| Admin fee / account holder | $148 | $8,188-98.2% | $7,964-98.1% | $6,260-97.6% |