See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for 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 BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $8,557 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,936 | $71,883+16.8% | $86,677-3.2% | $68,494+22.5% |
| Participation rate | 88.6% | 72.2%+16.4pp | 76.6%+12.0pp | 67.9%+20.7pp |
| Annual return | -15.62% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,230 | $2,173-43.4% | $2,836-56.6% | $2,596-52.6% |
| Participant deferral / active EE | $4,405 | $3,779+16.6% | $4,656-5.4% | $4,027+9.4% |
| Admin fee / account holder | $74 | $6,112-98.8% | $7,493-99.0% | $5,403-98.6% |