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 | $65,526 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS Service code 16 · EIN 81-3968784 | Consulting | $46,795 |
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 | $60,245 | $91,372-34.1% | $129,995-53.7% | $74,419-19.0% |
| Participation rate | 98.5% | 77.8%+20.7pp | 78.5%+20.0pp | 70.7%+27.7pp |
| Annual return | 13.56% | 23.21%-9.6pp | -137.18%+150.7pp | 34.38%-20.8pp |
| Employer contribution / active EE | $1,804 | $2,563-29.6% | $4,320-58.2% | $2,637-31.6% |
| Participant deferral / active EE | $5,954 | $4,721+26.1% | $5,820+2.3% | $4,528+31.5% |
| Admin fee / account holder | $321 | $283+13.2% | $10,614-97.0% | $348-7.7% |