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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.
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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) | $78,597 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968784 | Other Fees | $27,395 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $57,935 | $54,193+6.9% | $93,606-38.1% | $77,643-25.4% |
| Participation rate | 56.5% | 63.9%-7.5pp | 68.7%-12.3pp | 70.6%-14.1pp |
| Annual return | 12.96% | 30.54%-17.6pp | 133.20%-120.2pp | 31.24%-18.3pp |
| Employer contribution / active EE | $1,227 | $1,168+5.1% | $2,420-49.3% | $2,726-55.0% |
| Participant deferral / active EE | $1,333 | $3,144-57.6% | $4,411-69.8% | $4,647-71.3% |
| Admin fee / account holder | $224 | $576-61.1% | $8,285-97.3% | $430-47.9% |