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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $51,891 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS Service code 27 · EIN 81-3968784 | Advisory (Plan) | $36,739 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,325 | $81,474-39.5% | $133,956-63.2% | $73,488-32.9% |
| Participation rate | 99.6% | 76.4%+23.2pp | 79.8%+19.8pp | 70.7%+28.9pp |
| Annual return | 11.28% | 19.40%-8.1pp | 45.09%-33.8pp | 28.51%-17.2pp |
| Employer contribution / active EE | $2,980 | $2,209+34.9% | $3,919-24.0% | $2,270+31.2% |
| Participant deferral / active EE | $4,812 | $3,786+27.1% | $5,048-4.7% | $3,740+28.7% |
| Admin fee / account holder | $251 | $713-64.8% | $8,927-97.2% | $513-51.1% |