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 16 · EIN 81-3968784 | Consulting | $29,604 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,449 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,804 | $73,360+2.0% | $177,989-58.0% | $74,495+0.4% |
| Participation rate | 62.0% | 66.6%-4.6pp | 77.1%-15.1pp | 67.2%-5.2pp |
| Annual return | 12.70% | 17.49%-4.8pp | 294.48%-281.8pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,984 | $2,216-10.5% | $3,949-49.8% | $2,623-24.4% |
| Participant deferral / active EE | $5,176 | $4,513+14.7% | $6,276-17.5% | $4,346+19.1% |
| Admin fee / account holder | $24 | $1,808-98.7% | $10,363-99.8% | $1,942-98.8% |