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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY Service code 26 · EIN 81-3968784 | Advisory (Participants) | $18,085 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 99 · EIN 31-1582098 | Other Fees | $12,053 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 99 | Other Fees | $2,882 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,104 | $35,197-85.5% | $53,898-90.5% | $102,872-95.0% |
| Participation rate | 95.1% | 29.6%+65.6pp | 55.0%+40.2pp | 73.0%+22.1pp |
| Annual return | 16.97% | 17.55%-0.6pp | 528.60%-511.6pp | 19.06%-2.1pp |
| Employer contribution / active EE | $0 | $713-100.0% | $932-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $1,480 | $1,333+11.0% | $1,826-19.0% | $5,535-73.3% |
| Admin fee / account holder | $112 | $834-86.6% | $2,491-95.5% | $292-61.8% |