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 INC3+ years Filed as: CES INSURANCE AGENCY INC Service code 26 · EIN 04-2865307 | Advisory (Participants) | $34,825 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,608 |
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 | $26,811 | $46,173-41.9% | $170,442-84.3% | $69,631-61.5% |
| Participation rate | 95.0% | 63.9%+31.1pp | 83.6%+11.4pp | 70.7%+24.3pp |
| Annual return | 13.81% | 21.62%-7.8pp | 205.93%-192.1pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $787 | $1,610-51.1% | $5,433-85.5% | $2,032-61.3% |
| Participant deferral / active EE | $1,310 | $2,080-37.0% | $4,939-73.5% | $3,224-59.4% |
| Admin fee / account holder | $96 | $116-17.3% | $13,880-99.3% | $110-13.2% |