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 | $8,951 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,804 | $122,239-33.9% | $184,203-56.1% | $74,495+8.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 13.28% | 19.95%-6.7pp | 28.81%-15.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $4,423 | $4,537-2.5% | $6,427-31.2% | $2,623+68.6% |
| Participant deferral / active EE | $5,335 | $7,139-25.3% | $9,131-41.6% | $4,346+22.8% |
| Admin fee / account holder | $187 | $1,260-85.2% | $13,901-98.7% | $1,942-90.4% |