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 | $8,071 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,647 | $80,968-0.4% | $96,544-16.5% | $75,163+7.3% |
| Participation rate | 93.3% | 71.8%+21.6pp | 76.0%+17.4pp | 67.2%+26.1pp |
| Annual return | 14.41% | 27.06%-12.6pp | 25.84%-11.4pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,403 | $2,282-38.5% | $2,965-52.7% | $2,670-47.4% |
| Participant deferral / active EE | $4,716 | $3,928+20.1% | $4,851-2.8% | $4,125+14.3% |
| Admin fee / account holder | $126 | $6,724-98.1% | $8,252-98.5% | $5,651-97.8% |