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 Service code 26 6050 OAK TREE BLVD · CLEVELAND, OH 44131 | Advisory (Participants) | $17,429 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $689 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,462 | $49,451+82.9% | $79,550+13.7% | $66,914+35.2% |
| Participation rate | 34.2% | 61.3%-27.1pp | 69.5%-35.2pp | 69.8%-35.6pp |
| Annual return | -16.82% | 84.25%-101.1pp | 0.16%-17.0pp | 1.58%-18.4pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,582 | $3,159-18.2% | $3,985-35.2% | $4,237-39.1% |
| Admin fee / account holder | $1,005 | $595+69.1% | $6,832-85.3% | $593+69.4% |