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 | $11,398 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,510 | $51,576-33.1% | $129,207-73.3% | $80,856-57.3% |
| Participation rate | 86.0% | 57.0%+29.0pp | 69.6%+16.4pp | 67.6%+18.4pp |
| Annual return | 11.01% | 20.81%-9.8pp | 9417.33%-9406.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,013 | $1,584+27.1% | $4,153-51.5% | $2,755-26.9% |
| Participant deferral / active EE | $4,693 | $2,669+75.8% | $4,168+12.6% | $4,296+9.2% |
| Admin fee / account holder | $281 | $4,305-93.5% | $7,715-96.4% | $6,918-95.9% |