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 27 · EIN 81-3968784 | Advisory (Plan) | $29,410 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,688 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,625 | $69,477+47.7% | $94,646+8.4% | $71,457+43.6% |
| Participation rate | 92.9% | 78.4%+14.4pp | 80.8%+12.1pp | 67.9%+25.0pp |
| Annual return | 19.85% | 29.66%-9.8pp | 156.71%-136.9pp | 28.85%-9.0pp |
| Employer contribution / active EE | $2,380 | $2,853-16.6% | $3,672-35.2% | $2,588-8.0% |
| Participant deferral / active EE | $4,981 | $7,345-32.2% | $7,418-32.9% | $4,289+16.1% |
| Admin fee / account holder | $84 | $1,210-93.0% | $7,231-98.8% | $1,587-94.7% |