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 27 · EIN 81-3968784 | Advisory (Plan) | $30,975 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $5,818 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,795 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,759 | $85,135+107.6% | $98,907+78.7% | $73,409+140.8% |
| Participation rate | 99.2% | 81.1%+18.1pp | 76.0%+23.2pp | 72.2%+27.1pp |
| Annual return | 23.46% | 19.14%+4.3pp | 196.43%-173.0pp | 59.29%-35.8pp |
| Employer contribution / active EE | $8,595 | $2,721+215.9% | $2,689+219.7% | $2,234+284.8% |
| Participant deferral / active EE | $8,034 | $4,349+84.7% | $4,244+89.3% | $3,805+111.1% |
| Admin fee / account holder | $106 | $139-23.9% | $6,642-98.4% | $158-32.9% |