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 L Service code 26 · EIN 81-3968784 | Advisory (Participants) | $26,019 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $6,318 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,433 | $79,184-2.2% | $102,438-24.4% | $74,546+3.9% |
| Participation rate | 96.3% | 74.8%+21.5pp | 76.5%+19.8pp | 67.2%+29.1pp |
| Annual return | 14.36% | 54.95%-40.6pp | 29.37%-15.0pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $2,385 | $2,362+1.0% | $3,024-21.1% | $2,624-9.1% |
| Participant deferral / active EE | $4,416 | $4,4140% | $5,054-12.6% | $4,347+1.6% |
| Admin fee / account holder | $94 | $2,001-95.3% | $9,448-99.0% | $1,944-95.2% |