See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $114,009 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 | Other Fees | $32,562 |
Filed as: SMITH ELLIOTT KEARNS & COMPANY, LLC Service code 99 · EIN 52-0783935 | Other Fees | $17,500 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 4615 SOUTHWEST FWY FL3 · HOUTSON, TX 77027 | Other Services | $12,174 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $8,432 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 26 · EIN 81-3968784 | Advisory (Participants) | $9 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,178 | $56,767-1.0% | $101,794-44.8% | $85,563-34.3% |
| Participation rate | 67.2% | 57.6%+9.6pp | 69.2%-2.0pp | 66.0%+1.2pp |
| Annual return | 11.20% | 17.76%-6.6pp | 30.53%-19.3pp | 31.51%-20.3pp |
| Employer contribution / active EE | $1,386 | $1,112+24.6% | $2,289-39.4% | $2,654-47.8% |
| Participant deferral / active EE | $1,480 | $2,720-45.6% | $4,084-63.8% | $4,375-66.2% |
| Admin fee / account holder | $341 | $1,098-69.0% | $8,777-96.1% | $834-59.2% |