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 INC6 years Filed as: CES INSURANCE AGENCY, INC. Service code 26 · EIN 04-2865307 | Advisory (Participants) | $14,141 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,273 |
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 | $62,107 | $42,894+44.8% | $60,874+2.0% | $68,494-9.3% |
| Participation rate | 77.6% | 66.8%+10.8pp | 73.1%+4.5pp | 67.9%+9.7pp |
| Annual return | -11.68% | -13.98%+2.3pp | 16.90%-28.6pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,413 | $1,978-28.6% | $2,701-47.7% | $2,596-45.6% |
| Participant deferral / active EE | $3,565 | $2,867+24.4% | $3,817-6.6% | $4,027-11.5% |
| Admin fee / account holder | $151 | $3,101-95.1% | $3,224-95.3% | $5,403-97.2% |