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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $63,447 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS Service code 16 · EIN 81-3968784 | Consulting | $45,986 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,299 | $86,225-34.7% | $146,665-61.6% | $86,799-35.1% |
| Participation rate | 97.3% | 78.0%+19.3pp | 80.1%+17.2pp | 72.3%+25.0pp |
| Annual return | 10.81% | 31.23%-20.4pp | 22.74%-11.9pp | 97.91%-87.1pp |
| Employer contribution / active EE | $1,659 | $2,392-30.7% | $4,136-59.9% | $2,405-31.0% |
| Participant deferral / active EE | $4,926 | $4,245+16.0% | $5,506-10.5% | $4,131+19.2% |
| Admin fee / account holder | $312 | $195+59.6% | $10,280-97.0% | $170+83.9% |