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 27 · EIN 81-3968784 6050 OAK TREE BLVD S SUITE 500 · CINCINNATI, OH 19860 | Advisory (Plan) | $27,655 |
NATIONWIDE7+ years Service code 15 ONE NATIONIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,657 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 52-0807416 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Contract Administrator | $7,253 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,640 | $82,664-23.0% | $125,339-49.2% | $68,494-7.1% |
| Participation rate | 73.4% | 75.0%-1.6pp | 82.4%-8.9pp | 67.9%+5.5pp |
| Annual return | 4.24% | -5.97%+10.2pp | 572.05%-567.8pp | -7.84%+12.1pp |
| Employer contribution / active EE | $1,664 | $3,381-50.8% | $4,814-65.4% | $2,596-35.9% |
| Participant deferral / active EE | $5,709 | $6,110-6.6% | $7,446-23.3% | $4,027+41.8% |
| Admin fee / account holder | $227 | $6,275-96.4% | $10,010-97.7% | $5,403-95.8% |