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 BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $71,844 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $16,233 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 26 · EIN 81-3968784 | Advisory (Participants) | $9,276 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,194 | $79,124-26.5% | $60,874-4.4% | $64,808-10.2% |
| Participation rate | 97.7% | 77.7%+19.9pp | 73.1%+24.5pp | 71.5%+26.2pp |
| Annual return | -16.25% | -7.13%-9.1pp | 16.90%-33.1pp | 32.82%-49.1pp |
| Employer contribution / active EE | $4,572 | $3,050+49.9% | $2,701+69.2% | $2,506+82.5% |
| Participant deferral / active EE | $7,649 | $3,725+105.3% | $3,817+100.4% | $4,310+77.5% |
| Admin fee / account holder | $164 | $106+55.0% | $3,224-94.9% | $188-12.8% |