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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $34,152 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 99 | Other Fees | $23,703 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 4615 SOUTHWEST FWY, FLOOR 3 · HOUSTON, TX 77027 | Other Services | $0 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968784 6050 OAK TREE BLVD S SUITE 500 · CINCINNATI, OH 19860 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,608 | $93,571-26.7% | $135,903-49.5% | $75,163-8.7% |
| Participation rate | 73.2% | 75.2%-2.0pp | 81.9%-8.7pp | 67.2%+6.0pp |
| Annual return | 6.13% | 30.90%-24.8pp | 68.23%-62.1pp | 160.62%-154.5pp |
| Employer contribution / active EE | $1,723 | $3,537-51.3% | $4,856-64.5% | $2,670-35.5% |
| Participant deferral / active EE | $6,251 | $6,404-2.4% | $7,758-19.4% | $4,125+51.5% |
| Admin fee / account holder | $216 | $6,975-96.9% | $10,762-98.0% | $5,651-96.2% |