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) | $33,750 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $18,913 |
TIAA8 years Service code 14 · EIN 13-1624203 | Plan Administrator | $3,183 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,514 | $91,762+29.2% | $67,502+75.6% | $77,643+52.6% |
| Participation rate | 95.3% | 75.9%+19.4pp | 72.9%+22.4pp | 70.6%+24.7pp |
| Annual return | 12.47% | 14.87%-2.4pp | 3512.12%-3499.7pp | 31.24%-18.8pp |
| Employer contribution / active EE | $3,176 | $3,181-0.1% | $2,731+16.3% | $2,726+16.5% |
| Participant deferral / active EE | $3,696 | $3,903-5.3% | $4,000-7.6% | $4,647-20.5% |
| Admin fee / account holder | $0 | $176-100.0% | $3,998-100.0% | $430-100.0% |