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 9-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 INVESTMENT ADVISORY SERVICES, Service code 99 | Other Fees | $10,175 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 | Other Services | $1,047 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 49 4615 SOUTHWEST FWY FL3 · HOUSTON, TX 77027 | Other Services | $0 |
Filed as: CBIZ INVESTMENT & ADVISORY SVCS Service code 99 · EIN 81-3968784 | Other Fees | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,930 | $73,360-86.5% | $177,989-94.4% | $74,495-86.7% |
| Participation rate | 84.8% | 66.6%+18.2pp | 77.1%+7.8pp | 67.2%+17.6pp |
| Annual return | 9.76% | 17.49%-7.7pp | 294.48%-284.7pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,620 | $4,513-41.9% | $6,276-58.3% | $4,346-39.7% |
| Admin fee / account holder | $30 | $1,808-98.3% | $10,363-99.7% | $1,942-98.5% |