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 | $25,332 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $23,693 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 26 · EIN 81-3968784 | Advisory (Participants) | $15,795 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,039 | $91,762-6.2% | $67,502+27.5% | $77,643+10.8% |
| Participation rate | 99.0% | 75.9%+23.1pp | 72.9%+26.1pp | 70.6%+28.4pp |
| Annual return | 14.39% | 14.87%-0.5pp | 3512.12%-3497.7pp | 31.24%-16.8pp |
| Employer contribution / active EE | $5,297 | $3,181+66.5% | $2,731+94.0% | $2,726+94.3% |
| Participant deferral / active EE | $9,150 | $3,903+134.4% | $4,000+128.8% | $4,647+96.9% |
| Admin fee / account holder | $237 | $176+34.8% | $3,998-94.1% | $430-44.9% |