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) | $51,092 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,570 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,893 | $81,908+90.3% | $90,749+71.8% | $64,808+140.5% |
| Participation rate | 98.9% | 80.5%+18.5pp | 75.7%+23.3pp | 71.5%+27.5pp |
| Annual return | -16.88% | -12.53%-4.4pp | -12.16%-4.7pp | 32.82%-49.7pp |
| Employer contribution / active EE | $9,411 | $3,065+207.0% | $2,921+222.2% | $2,506+275.6% |
| Participant deferral / active EE | $8,142 | $4,840+68.2% | $4,564+78.4% | $4,310+88.9% |
| Admin fee / account holder | $186 | $157+18.4% | $8,445-97.8% | $188-0.9% |