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 99 · EIN 81-3968784 | Other Fees | $10,197 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,276 | $49,173-28.3% | $121,098-70.9% | $75,163-53.1% |
| Participation rate | 90.8% | 55.4%+35.4pp | 69.5%+21.3pp | 67.2%+23.6pp |
| Annual return | 15.56% | 55.99%-40.4pp | 985.75%-970.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,034 | $1,546+31.6% | $4,164-51.2% | $2,670-23.8% |
| Participant deferral / active EE | $4,197 | $2,628+59.7% | $4,080+2.9% | $4,125+1.8% |
| Admin fee / account holder | $254 | $3,942-93.6% | $5,644-95.5% | $5,651-95.5% |