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 | $12,331 |
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 | $50,345 | $53,516-5.9% | $126,539-60.2% | $84,808-40.6% |
| Participation rate | 85.4% | 58.2%+27.2pp | 69.8%+15.6pp | 68.3%+17.1pp |
| Annual return | 15.58% | 58.34%-42.8pp | 425.95%-410.4pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,931 | $1,535+91.0% | $3,674-20.2% | $2,631+11.4% |
| Participant deferral / active EE | $4,822 | $2,671+80.6% | $4,083+18.1% | $4,212+14.5% |
| Admin fee / account holder | $437 | $4,497-90.3% | $6,065-92.8% | $7,344-94.0% |