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 | Other Fees | $25,898 |
CBIZ RETIREMENT PLAN SERVICES9+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $9,724 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 6050 OAK TREE BLVD S SUITE 500 · CINCINNATI, OH 19860 | Advisory (Participants) | $42 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 4615 SOUTHWEST FWY, FLOOR 3 · HOUSTON, TX 77027 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,508 | $102,317-17.4% | $146,958-42.5% | $80,856+4.5% |
| Participation rate | 78.7% | 75.8%+2.9pp | 82.2%-3.4pp | 67.6%+11.1pp |
| Annual return | 19.00% | 134.76%-115.8pp | 418.34%-399.3pp | 35.59%-16.6pp |
| Employer contribution / active EE | $1,890 | $3,713-49.1% | $4,933-61.7% | $2,755-31.4% |
| Participant deferral / active EE | $7,267 | $6,644+9.4% | $8,070-9.9% | $4,296+69.2% |
| Admin fee / account holder | $373 | $7,941-95.3% | $12,998-97.1% | $6,918-94.6% |