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 INC4 years Filed as: CES INSURANCE AGENCY, INC. Service code 26 · EIN 04-2865307 | Advisory (Participants) | $11,257 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $236 |
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 | $69,339 | $49,227+40.9% | $70,449-1.6% | $79,858-13.2% |
| Participation rate | 72.7% | 69.2%+3.6pp | 75.1%-2.3pp | 69.6%+3.1pp |
| Annual return | 12.18% | 30.06%-17.9pp | 109.03%-96.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,214 | $2,099-42.1% | $2,737-55.6% | $2,471-50.9% |
| Participant deferral / active EE | $2,302 | $2,768-16.8% | $3,709-37.9% | $3,740-38.5% |
| Admin fee / account holder | $134 | $2,878-95.4% | $3,845-96.5% | $5,306-97.5% |