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 26 · EIN 81-3968784 | Advisory (Participants) | $15,192 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,655 | $55,415-79.0% | $155,509-92.5% | $74,495-84.4% |
| Participation rate | 61.4% | 61.9%-0.5pp | 78.2%-16.7pp | 67.2%-5.8pp |
| Annual return | 7.06% | 268.50%-261.4pp | 64.67%-57.6pp | 1364.94%-1357.9pp |
| Employer contribution / active EE | $1,033 | $2,267-54.4% | $4,672-77.9% | $2,623-60.6% |
| Participant deferral / active EE | $975 | $2,836-65.6% | $5,626-82.7% | $4,346-77.6% |
| Admin fee / account holder | $47 | $1,738-97.3% | $15,912-99.7% | $1,942-97.6% |