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 SERVICE Service code 99 · EIN 81-3968784 | Other Fees | $43,525 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $9,953 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,362 | $73,034+34.7% | $77,163+27.5% | $80,160+22.7% |
| Participation rate | 15.5% | 78.1%-62.6pp | 69.6%-54.1pp | 72.9%-57.4pp |
| Annual return | 17.87% | 18.56%-0.7pp | 37.87%-20.0pp | 40.38%-22.5pp |
| Employer contribution / active EE | $291 | $2,779-89.5% | $2,535-88.5% | $2,978-90.2% |
| Participant deferral / active EE | $986 | $4,140-76.2% | $3,833-74.3% | $5,017-80.3% |
| Admin fee / account holder | $243 | $104+134.6% | $5,472-95.6% | $145+67.9% |