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 INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $50,489 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,958 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,152 | $93,131+112.8% | $106,548+86.0% | $86,799+128.3% |
| Participation rate | 99.6% | 81.4%+18.2pp | 76.1%+23.5pp | 72.3%+27.4pp |
| Annual return | 14.54% | 19.45%-4.9pp | 26.80%-12.3pp | 97.91%-83.4pp |
| Employer contribution / active EE | $6,900 | $2,895+138.3% | $2,819+144.8% | $2,405+186.9% |
| Participant deferral / active EE | $8,036 | $4,708+70.7% | $4,398+82.7% | $4,131+94.5% |
| Admin fee / account holder | $261 | $145+79.6% | $7,407-96.5% | $170+53.7% |