See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $40,129 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$16,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,104 | $100,923+15.0% | $150,045-22.6% | $74,304+56.3% |
| Participation rate | 90.2% | 70.1%+20.2pp | 82.3%+7.9pp | 60.3%+29.9pp |
| Annual return | 16.18% | 51.77%-35.6pp | 62.55%-46.4pp | 29.43%-13.2pp |
| Employer contribution / active EE | $2,242 | $3,463-35.3% | $4,693-52.2% | $2,241+0.1% |
| Participant deferral / active EE | $7,400 | $6,709+10.3% | $7,997-7.5% | $3,767+96.4% |
| Admin fee / account holder | $99 | $2,767-96.4% | $13,435-99.3% | $2,969-96.7% |