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) | $45,176 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $26,755 |
CBIZ RETIREMENT PLAN SERVICES10+ 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 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $38,398 | $88,890-56.8% | $102,423-62.5% | $77,643-50.5% |
| Participation rate | 93.7% | 80.9%+12.8pp | 76.5%+17.2pp | 70.6%+23.1pp |
| Annual return | 16.67% | 24.98%-8.3pp | 29.32%-12.7pp | 31.24%-14.6pp |
| Employer contribution / active EE | $1,300 | $2,698-51.8% | $3,023-57.0% | $2,726-52.3% |
| Participant deferral / active EE | $4,045 | $5,145-21.4% | $5,053-19.9% | $4,647-13.0% |
| Admin fee / account holder | $135 | $235-42.5% | $9,451-98.6% | $430-68.5% |