Filed March 12, 2018
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 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $7,842 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,420 | $125,758-40.8% | $169,993-56.2% | $75,163-1.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.17% | 27.20%-10.0pp | 53.37%-36.2pp | 160.62%-143.5pp |
| Employer contribution / active EE | $4,835 | $4,615+4.8% | $6,785-28.7% | $2,670+81.1% |
| Participant deferral / active EE | $5,893 | $6,837-13.8% | $10,408-43.4% | $4,125+42.9% |
| Admin fee / account holder | $187 | $8,173-97.7% | $12,815-98.5% | $5,651-96.7% |