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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $74,804 |
Service code 37 · EIN 04-2647786 | Loan Processing | $50,480 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,818 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,171 | $116,081+23.3% | $156,181-8.3% | $79,634+79.8% |
| Participation rate | 98.8% | 75.6%+23.2pp | 78.8%+19.9pp | 62.5%+36.3pp |
| Annual return | 19.40% | 15.89%+3.5pp | 64.87%-45.5pp | 36.46%-17.1pp |
| Employer contribution / active EE | $7,649 | $2,828+170.4% | $4,294+78.1% | $2,529+202.4% |
| Participant deferral / active EE | $9,250 | $4,584+101.8% | $6,132+50.8% | $3,835+141.2% |
| Admin fee / account holder | $251 | $854-70.7% | $14,586-98.3% | $1,002-75.0% |