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 |
|---|---|---|
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $28,798 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $20,469 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 26 · EIN 81-3968784 | Advisory (Participants) | $19,199 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,874 | $96,018+5.1% | $65,493+54.0% | $85,563+17.9% |
| Participation rate | 99.7% | 74.8%+24.8pp | 73.1%+26.6pp | 66.0%+33.7pp |
| Annual return | 20.36% | 14.51%+5.8pp | 982.45%-962.1pp | 31.51%-11.2pp |
| Employer contribution / active EE | $5,330 | $3,235+64.7% | $2,574+107.0% | $2,654+100.8% |
| Participant deferral / active EE | $10,163 | $4,055+150.7% | $3,961+156.6% | $4,375+132.3% |
| Admin fee / account holder | $281 | $271+4.0% | $5,028-94.4% | $834-66.3% |