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) | $51,043 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,609 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,921 |
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 | $143,078 | $65,390+118.8% | $169,368-15.5% | $71,457+100.2% |
| Participation rate | 92.9% | 67.0%+26.0pp | 77.1%+15.8pp | 67.9%+25.0pp |
| Annual return | 25.73% | 21.31%+4.4pp | 405.60%-379.9pp | 28.85%-3.1pp |
| Employer contribution / active EE | $1,114 | $2,079-46.4% | $4,013-72.2% | $2,588-57.0% |
| Participant deferral / active EE | $10,537 | $4,367+141.3% | $6,221+69.4% | $4,289+145.7% |
| Admin fee / account holder | $127 | $1,324-90.4% | $9,003-98.6% | $1,587-92.0% |