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 99 | Other Fees | $29,342 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,065 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,065 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 99 · EIN 81-3968784 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,083 | $65,390+2.6% | $169,368-60.4% | $71,457-6.1% |
| Participation rate | 80.7% | 67.0%+13.7pp | 77.1%+3.5pp | 67.9%+12.7pp |
| Annual return | 144.80% | 21.31%+123.5pp | 405.60%-260.8pp | 28.85%+116.0pp |
| Employer contribution / active EE | $2,485 | $2,079+19.6% | $4,013-38.1% | $2,588-4.0% |
| Participant deferral / active EE | $7,319 | $4,367+67.6% | $6,221+17.6% | $4,289+70.6% |
| Admin fee / account holder | $141 | $1,324-89.3% | $9,003-98.4% | $1,587-91.1% |