See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $24,048 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,536 | $55,415+148.2% | $155,509-11.6% | $74,495+84.6% |
| Participation rate | 90.9% | 61.9%+29.0pp | 78.2%+12.7pp | 67.2%+23.7pp |
| Annual return | 13.77% | 268.50%-254.7pp | 64.67%-50.9pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $6,919 | $2,267+205.2% | $4,672+48.1% | $2,623+163.8% |
| Participant deferral / active EE | $5,668 | $2,836+99.9% | $5,626+0.8% | $4,346+30.4% |
| Admin fee / account holder | $23 | $1,738-98.7% | $15,912-99.9% | $1,942-98.8% |