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 & INSURANCE SERVICES Service code 49 | Other Services | $14,068 |
Filed as: KRUGLIAK, WILKINS, GRIFFITHS & DOU Service code 29 · EIN 34-1295659 P.O. BOX 36963 · CANTON, OH 447356963 | Legal | $6,114 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 · EIN 31-1582098 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $0 |
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 | $380,122 | $122,239+211.0% | $184,203+106.4% | $74,495+410.3% |
| Participation rate | 99.5% | 85.5%+14.0pp | 86.8%+12.7pp | 67.2%+32.3pp |
| Annual return | 20.06% | 19.95%+0.1pp | 28.81%-8.8pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $5,868 | $4,537+29.3% | $6,427-8.7% | $2,623+123.7% |
| Participant deferral / active EE | $6,834 | $7,139-4.3% | $9,131-25.2% | $4,346+57.2% |
| Admin fee / account holder | $47 | $1,260-96.2% | $13,901-99.7% | $1,942-97.6% |