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 L Service code 27 PO BOX 645547 · CINCINNATI, OH 452645547 | Advisory (Plan) | $25,068 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,420 | $81,474-11.1% | $133,956-45.9% | $73,488-1.5% |
| Participation rate | 96.4% | 76.4%+20.1pp | 79.8%+16.6pp | 70.7%+25.7pp |
| Annual return | 15.45% | 19.40%-4.0pp | 45.09%-29.6pp | 28.51%-13.1pp |
| Employer contribution / active EE | $871 | $2,209-60.6% | $3,919-77.8% | $2,270-61.6% |
| Participant deferral / active EE | $5,058 | $3,786+33.6% | $5,048+0.2% | $3,740+35.3% |
| Admin fee / account holder | $158 | $713-77.9% | $8,927-98.2% | $513-69.3% |