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) | $55,190 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $45,568 |
Filed as: CBIZ Service code 49 · EIN 31-1582098 | Other Services | $9,908 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $195,177 | $78,485+148.7% | $106,213+83.8% | $74,495+162.0% |
| Participation rate | 99.2% | 72.8%+26.4pp | 75.3%+23.9pp | 67.2%+32.0pp |
| Annual return | 14.59% | 15.95%-1.4pp | 116.14%-101.5pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $10,464 | $2,523+314.8% | $3,171+229.9% | $2,623+298.9% |
| Participant deferral / active EE | $9,567 | $4,322+121.3% | $5,016+90.7% | $4,346+120.1% |
| Admin fee / account holder | $351 | $2,232-84.3% | $11,033-96.8% | $1,942-81.9% |