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 |
|---|---|---|
Service code 15 · EIN 31-1582098 6050 OAK TREE BLVD. SOUTH SUITE 500 · CLEVELAND, OH 44131 | Recordkeeping | $28,395 |
Filed as: CBIZ INVESTMENT ADVISORY Service code 16 | Consulting | $22,171 |
Service code 37 | Loan Processing | $875 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 16 · EIN 81-3968784 6050 OAK TREE BLVD. SOUTH SUITE 500 · CLEVELAND, OH 44131 | Consulting | $0 |
WELLS FARGO BANK, N.A.6+ years Service code 19 · EIN 94-1347393 1525 WEST WT HARRIS BLVD. · CHARLOTTE, NC 28288 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,045 | $79,519+13.2% | $95,952-6.2% | $73,409+22.7% |
| Participation rate | 65.1% | 81.2%-16.1pp | 77.1%-11.9pp | 72.2%-7.0pp |
| Annual return | 16.70% | 19.20%-2.5pp | 91.61%-74.9pp | 59.29%-42.6pp |
| Employer contribution / active EE | $1,540 | $2,048-24.8% | $2,541-39.4% | $2,234-31.0% |
| Participant deferral / active EE | $5,617 | $4,138+35.7% | $4,167+34.8% | $3,805+47.6% |
| Admin fee / account holder | $54 | $184-70.8% | $6,795-99.2% | $158-65.9% |