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 |
|---|---|---|
CES INS AGENCY INC1 year Filed as: CES INSURANCE AGENCY, INC. Service code 26 · EIN 04-2865307 | Advisory (Participants) | $6,246 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,117 | $45,035+29.0% | $62,995-7.7% | $70,131-17.1% |
| Participation rate | 67.8% | 69.5%-1.7pp | 74.8%-7.0pp | 69.5%-1.7pp |
| Annual return | 14.10% | 18.76%-4.7pp | 87.57%-73.5pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,167 | $2,051-43.1% | $2,759-57.7% | $2,342-50.2% |
| Participant deferral / active EE | $1,521 | $2,465-38.3% | $3,329-54.3% | $3,332-54.4% |
| Admin fee / account holder | $73 | $2,834-97.4% | $3,600-98.0% | $4,645-98.4% |