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) | $69,676 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,592 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,378 | $70,879+102.3% | $189,557-24.4% | $79,386+80.6% |
| Participation rate | 87.3% | 68.0%+19.3pp | 78.4%+8.8pp | 70.7%+16.6pp |
| Annual return | 16.73% | 20.70%-4.0pp | 64.17%-47.4pp | 116.85%-100.1pp |
| Employer contribution / active EE | $780 | $1,806-56.8% | $4,412-82.3% | $2,427-67.8% |
| Participant deferral / active EE | $9,002 | $4,081+120.6% | $6,174+45.8% | $4,046+122.5% |
| Admin fee / account holder | $280 | $647-56.8% | $9,807-97.1% | $626-55.4% |