See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968784 | Other Fees | $10,933 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL3 · HOUSTON, TX 77027 | Other Services | $9,664 |
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 99 · EIN 52-1396995 | Other Fees | $4,153 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,126 | $78,422+40.4% | $95,952+14.8% | $79,858+37.9% |
| Participation rate | 96.4% | 73.5%+22.9pp | 77.1%+19.4pp | 69.6%+26.8pp |
| Annual return | 14.11% | 19.37%-5.3pp | 91.61%-77.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,601 | $1,945-17.7% | $2,541-37.0% | $2,471-35.2% |
| Participant deferral / active EE | $3,311 | $3,440-3.7% | $4,167-20.5% | $3,740-11.5% |
| Admin fee / account holder | $246 | $5,622-95.6% | $6,795-96.4% | $5,306-95.4% |