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) | $63,062 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,892 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$29,127 |
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 | $155,986 | $73,360+112.6% | $177,989-12.4% | $74,495+109.4% |
| Participation rate | 89.1% | 66.6%+22.5pp | 77.1%+12.0pp | 67.2%+21.9pp |
| Annual return | 17.61% | 17.49%+0.1pp | 294.48%-276.9pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $844 | $2,216-61.9% | $3,949-78.6% | $2,623-67.8% |
| Participant deferral / active EE | $10,332 | $4,513+128.9% | $6,276+64.6% | $4,346+137.7% |
| Admin fee / account holder | $137 | $1,808-92.4% | $10,363-98.7% | $1,942-92.9% |