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 | $8,580 |
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 | $60,206 | $51,045+17.9% | $70,515-14.6% | $71,457-15.7% |
| Participation rate | 90.8% | 59.4%+31.4pp | 68.3%+22.5pp | 67.9%+22.9pp |
| Annual return | 14.91% | 42.63%-27.7pp | 32.77%-17.9pp | 28.85%-13.9pp |
| Employer contribution / active EE | $2,217 | $1,790+23.9% | $2,973-25.4% | $2,588-14.3% |
| Participant deferral / active EE | $4,666 | $3,026+54.2% | $4,567+2.2% | $4,289+8.8% |
| Admin fee / account holder | $303 | $1,994-84.8% | $6,412-95.3% | $1,587-80.9% |