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 SVCS LLC Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $31,678 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $7,524 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,196 | $72,607+33.9% | $90,749+7.1% | $66,914+45.3% |
| Participation rate | 47.8% | 73.7%-25.9pp | 75.7%-27.9pp | 69.8%-22.0pp |
| Annual return | -15.72% | -12.28%-3.4pp | -12.16%-3.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,463 | $2,369-38.2% | $2,921-49.9% | $2,544-42.5% |
| Participant deferral / active EE | $4,831 | $3,977+21.5% | $4,564+5.8% | $4,237+14.0% |
| Admin fee / account holder | $441 | $707-37.7% | $8,445-94.8% | $593-25.7% |