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 INVESTMENT ADVISORY SERVICES L Service code 27 · EIN 81-3968784 | Advisory (Plan) | $10,019 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $8,565 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $7,646 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,494 | $58,101-51.0% | $118,925-76.0% | $73,409-61.2% |
| Participation rate | 60.5% | 56.1%+4.3pp | 75.4%-14.9pp | 72.2%-11.7pp |
| Annual return | 10.09% | 20.56%-10.5pp | 35.88%-25.8pp | 59.29%-49.2pp |
| Employer contribution / active EE | $0 | $1,445-100.0% | $3,263-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,767 | $2,400-26.4% | $4,265-58.6% | $3,805-53.6% |
| Admin fee / account holder | $111 | $138-19.9% | $6,581-98.3% | $158-29.9% |