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 BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $8,088 |
Filed as: CBIZ BENEFITS AND INSURANCE SERV Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,430 | $82,205-39.9% | $85,682-42.3% | - |
| Participation rate | 94.9% | 67.0%+28.0pp | 69.9%+25.1pp | - |
| Annual return | 14.22% | 9.59%+4.6pp | 21.49%-7.3pp | - |
| Employer contribution / active EE | $2,566 | $2,284+12.3% | $2,618-2.0% | - |
| Participant deferral / active EE | $5,568 | $3,593+55.0% | $3,923+42.0% | - |
| Admin fee / account holder | $232 | $16,840-98.6% | $6,873-96.6% | - |