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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $112,987 |
Filed as: CBIZ INVESTMENT ADVISORY Service code 15 · EIN 81-3968784 | Recordkeeping | $43,538 |
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 | $46,693 | $88,890-47.5% | $102,423-54.4% | $77,643-39.9% |
| Participation rate | 99.1% | 80.9%+18.2pp | 76.5%+22.6pp | 70.6%+28.5pp |
| Annual return | 9.87% | 24.98%-15.1pp | 29.32%-19.5pp | 31.24%-21.4pp |
| Employer contribution / active EE | $2,712 | $2,698+0.5% | $3,023-10.3% | $2,726-0.5% |
| Participant deferral / active EE | $3,181 | $5,145-38.2% | $5,053-37.0% | $4,647-31.6% |
| Admin fee / account holder | $25 | $235-89.4% | $9,451-99.7% | $430-94.2% |