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 | $8,921 |
Filed as: CBIZ BENEFITS AND INSURANCE SERV Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,109 | $63,442-11.6% | $68,791-18.4% | $66,914-16.1% |
| Participation rate | 85.4% | 60.0%+25.4pp | 69.0%+16.3pp | 69.8%+15.6pp |
| Annual return | -14.87% | -8.29%-6.6pp | -6.38%-8.5pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,930 | $1,775+8.8% | $2,655-27.3% | $2,544-24.1% |
| Participant deferral / active EE | $4,132 | $2,945+40.3% | $3,941+4.8% | $4,237-2.5% |
| Admin fee / account holder | $318 | $577-44.9% | $4,932-93.5% | $593-46.4% |