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 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $43,188 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,653 | $86,655-23.1% | $119,609-44.3% | $66,914-0.4% |
| Participation rate | 95.9% | 75.6%+20.3pp | 79.3%+16.6pp | 69.8%+26.1pp |
| Annual return | -16.70% | -8.00%-8.7pp | -14.97%-1.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $864 | $2,536-65.9% | $4,232-79.6% | $2,544-66.0% |
| Participant deferral / active EE | $5,420 | $4,358+24.4% | $5,602-3.2% | $4,237+27.9% |
| Admin fee / account holder | $249 | $755-67.0% | $10,323-97.6% | $593-58.0% |