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 8-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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICE Service code 27 · EIN 81-3968784 | Advisory (Plan) | $41,921 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,320 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,860 | $71,964-21.0% | $167,512-66.1% | $85,563-33.5% |
| Participation rate | 98.2% | 61.0%+37.2pp | 77.1%+21.1pp | 66.0%+32.2pp |
| Annual return | 18.89% | 18.83%+0.1pp | 1615.79%-1596.9pp | 31.51%-12.6pp |
| Employer contribution / active EE | $3,809 | $1,875+103.2% | $3,882-1.9% | $2,654+43.5% |
| Participant deferral / active EE | $7,603 | $4,110+85.0% | $6,405+18.7% | $4,375+73.8% |
| Admin fee / account holder | $186 | $815-77.2% | $9,769-98.1% | $834-77.7% |