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 SERVICES L Service code 26 · EIN 81-3968784 | Advisory (Participants) | $30,226 |
Service code 10 4810 LA JOLLA DRIVE, SUITE 300 · LA JOLLA, CA 92037 | Accounting | $13,950 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $3,464 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,926 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,902 | $84,487-62.2% | $125,339-74.5% | $66,914-52.3% |
| Participation rate | 72.4% | 76.4%-4.0pp | 82.4%-10.0pp | 69.8%+2.6pp |
| Annual return | -18.07% | -8.39%-9.7pp | 572.05%-590.1pp | 1.58%-19.6pp |
| Employer contribution / active EE | $1,730 | $3,553-51.3% | $4,814-64.1% | $2,544-32.0% |
| Participant deferral / active EE | $4,820 | $6,781-28.9% | $7,446-35.3% | $4,237+13.8% |
| Admin fee / account holder | $94 | $685-86.3% | $10,010-99.1% | $593-84.2% |