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 | $29,850 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $11,092 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 6050 OAK TREE BLVD S SUITE 500 · CINCINNATI, OH 19860 | Advisory (Participants) | $105 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,095 | $109,881-19.8% | $150,045-41.3% | $84,808+3.9% |
| Participation rate | 80.9% | 76.1%+4.8pp | 82.3%-1.5pp | 68.3%+12.5pp |
| Annual return | 3.44% | 28.25%-24.8pp | 62.55%-59.1pp | 40.90%-37.5pp |
| Employer contribution / active EE | $1,982 | $3,561-44.4% | $4,693-57.8% | $2,631-24.7% |
| Participant deferral / active EE | $7,554 | $6,636+13.8% | $7,997-5.5% | $4,212+79.4% |
| Admin fee / account holder | $473 | $8,568-94.5% | $13,435-96.5% | $7,344-93.6% |