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 INVESTMENT ADVISORY SERVICES Service code 15 · EIN 81-3968784 | Recordkeeping | $23,752 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,144 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,750 | $58,320+52.2% | $86,436+2.7% | $66,914+32.6% |
| Participation rate | 91.6% | 78.6%+13.0pp | 80.3%+11.3pp | 69.8%+21.8pp |
| Annual return | -17.82% | -9.71%-8.1pp | 4394.89%-4412.7pp | 1.58%-19.4pp |
| Employer contribution / active EE | $2,355 | $2,615-10.0% | $3,769-37.5% | $2,544-7.4% |
| Participant deferral / active EE | $4,857 | $6,899-29.6% | $6,952-30.1% | $4,237+14.6% |
| Admin fee / account holder | $83 | $546-84.8% | $6,731-98.8% | $593-86.0% |