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 INC2 years Filed as: CES INSURANCE AGENCY, INC. Service code 26 · EIN 04-2865307 | Advisory (Participants) | $8,859 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $112 |
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 | $48,751 | $43,327+12.5% | $59,878-18.6% | $64,186-24.0% |
| Participation rate | 81.0% | 69.2%+11.9pp | 74.7%+6.3pp | 69.6%+11.5pp |
| Annual return | -3.29% | -1.55%-1.7pp | 3.46%-6.8pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,316 | $2,028-35.1% | $2,722-51.6% | $2,381-44.7% |
| Participant deferral / active EE | $2,119 | $2,546-16.8% | $3,402-37.7% | $3,470-38.9% |
| Admin fee / account holder | $92 | $3,005-97.0% | $3,590-97.5% | $4,888-98.1% |