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 INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $42,915 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$6,956 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,722 | $89,808+21.1% | $100,391+8.3% | $77,643+40.0% |
| Participation rate | 86.9% | 81.2%+5.7pp | 81.5%+5.5pp | 70.6%+16.4pp |
| Annual return | 15.82% | 20.62%-4.8pp | 49.20%-33.4pp | 31.24%-15.4pp |
| Employer contribution / active EE | $2,112 | $3,039-30.5% | $3,942-46.4% | $2,726-22.5% |
| Participant deferral / active EE | $4,557 | $8,284-45.0% | $8,082-43.6% | $4,647-1.9% |
| Admin fee / account holder | $106 | $174-39.0% | $7,899-98.7% | $430-75.3% |