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 99 · EIN 81-3968774 | Other Fees | $17,172 |
Filed as: SMITH ELLIOTT KEARNS AND COMPANY LL Service code 99 · EIN 52-0783935 | Other Fees | $12,508 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,190 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $3,926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,917 | $138,044-63.8% | $125,339-60.2% | $134,475-62.9% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -12.33% | 750.33%-762.7pp | 572.05%-584.4pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,103 | $5,243-79.0% | $4,814-77.1% | $4,740-76.7% |
| Participant deferral / active EE | $1,968 | $7,799-74.8% | $7,446-73.6% | $6,400-69.2% |
| Admin fee / account holder | $294 | $11,571-97.5% | $10,010-97.1% | $11,426-97.4% |