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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $86,319 |
CES INS AGENCY INC1+ years Filed as: CES INSURANCE AGENCY INC Service code 26 · EIN 04-2865307 | Advisory (Participants) | $28,215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,272 | $37,117+5.8% | $147,614-73.4% | $55,191-28.8% |
| Participation rate | 42.8% | 63.6%-20.8pp | 84.6%-41.8pp | 69.2%-26.4pp |
| Annual return | 0.12% | 3.44%-3.3pp | 61.98%-61.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $550 | $1,620-66.1% | $5,564-90.1% | $1,899-71.0% |
| Participant deferral / active EE | $1,009 | $1,985-49.2% | $4,895-79.4% | $3,046-66.9% |
| Admin fee / account holder | $144 | $86+68.7% | $11,611-98.8% | $91+59.0% |