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 BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $77,090 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 26 · EIN 81-3968784 | Advisory (Participants) | $35,726 |
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 52-0807416 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,098 | $72,254-48.7% | $86,677-57.2% | $64,808-42.8% |
| Participation rate | 87.2% | 80.4%+6.8pp | 76.6%+10.6pp | 71.5%+15.7pp |
| Annual return | -19.02% | 392.42%-411.4pp | 35.91%-54.9pp | 32.82%-51.8pp |
| Employer contribution / active EE | $1,314 | $2,393-45.1% | $2,836-53.7% | $2,506-47.6% |
| Participant deferral / active EE | $3,762 | $4,658-19.2% | $4,656-19.2% | $4,310-12.7% |
| Admin fee / account holder | $128 | $174-26.5% | $7,493-98.3% | $188-31.9% |