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 | $5,399 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,537 | $86,929+35.2% | $102,423+14.8% | $80,856+45.4% |
| Participation rate | 93.4% | 72.4%+21.0pp | 76.5%+16.9pp | 67.6%+25.8pp |
| Annual return | 14.20% | 18.88%-4.7pp | 29.32%-15.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,446 | $2,369-39.0% | $3,023-52.2% | $2,755-47.5% |
| Participant deferral / active EE | $5,327 | $4,118+29.3% | $5,053+5.4% | $4,296+24.0% |
| Admin fee / account holder | $293 | $8,049-96.4% | $9,451-96.9% | $6,918-95.8% |