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 BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $31,283 |
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 | $133,038 | $61,272+117.1% | $149,673-11.1% | $71,457+86.2% |
| Participation rate | 83.6% | 62.5%+21.1pp | 78.8%+4.9pp | 67.9%+15.7pp |
| Annual return | 16.31% | 35.85%-19.5pp | 134.42%-118.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $6,596 | $2,378+177.3% | $4,818+36.9% | $2,588+154.9% |
| Participant deferral / active EE | $5,184 | $2,917+77.7% | $5,680-8.7% | $4,289+20.9% |
| Admin fee / account holder | $18 | $1,261-98.6% | $13,210-99.9% | $1,587-98.8% |