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 BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $6,384 |
Filed as: CBIZ BENEFITS AND INSURANCE SERV Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,907 | $54,517+30.1% | $75,972-6.7% | $74,495-4.8% |
| Participation rate | 92.6% | 60.3%+32.2pp | 69.1%+23.5pp | 67.2%+25.4pp |
| Annual return | 11.79% | 31.82%-20.0pp | 359.55%-347.8pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $2,423 | $1,777+36.3% | $2,685-9.8% | $2,623-7.6% |
| Participant deferral / active EE | $5,041 | $3,066+64.4% | $4,255+18.5% | $4,346+16.0% |
| Admin fee / account holder | $202 | $2,229-90.9% | $6,467-96.9% | $1,942-89.6% |