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 INVESTMENTS ADVISORY SERVI LLC Service code 16 · EIN 81-3968784 | Consulting | $26,479 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,325 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,144 | $78,781+27.1% | $100,516-0.4% | $73,409+36.4% |
| Participation rate | 89.4% | 80.0%+9.4pp | 79.4%+10.0pp | 72.2%+17.2pp |
| Annual return | 15.12% | 31.69%-16.6pp | 30.89%-15.8pp | 59.29%-44.2pp |
| Employer contribution / active EE | $1,958 | $2,420-19.1% | $3,418-42.7% | $2,234-12.3% |
| Participant deferral / active EE | $4,269 | $6,537-34.7% | $6,270-31.9% | $3,805+12.2% |
| Admin fee / account holder | $98 | $145-32.5% | $8,081-98.8% | $158-37.8% |