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 26 · EIN 81-3968784 | Advisory (Participants) | $25,727 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $20,015 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $19,727 |
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 | $72,124 | $83,884-14.0% | $64,056+12.6% | $74,419-3.1% |
| Participation rate | 97.9% | 76.6%+21.3pp | 72.3%+25.6pp | 70.7%+27.1pp |
| Annual return | 25.63% | 16.57%+9.1pp | 33.69%-8.1pp | 34.38%-8.8pp |
| Employer contribution / active EE | $4,628 | $3,084+50.1% | $2,747+68.5% | $2,637+75.5% |
| Participant deferral / active EE | $7,879 | $3,692+113.4% | $3,880+103.1% | $4,528+74.0% |
| Admin fee / account holder | $212 | $196+8.4% | $3,068-93.1% | $348-38.9% |