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 INC5+ years Filed as: CES INSURANCE AGENCY INC Service code 26 · EIN 04-2865307 | Advisory (Participants) | $39,053 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,070 |
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 | $21,809 | $62,928-65.3% | $172,739-87.4% | $67,579-67.7% |
| Participation rate | 86.9% | 64.5%+22.4pp | 82.6%+4.2pp | 71.3%+15.6pp |
| Annual return | 33.27% | 30.36%+2.9pp | 802.84%-769.6pp | 378.56%-345.3pp |
| Employer contribution / active EE | $732 | $1,636-55.3% | $5,143-85.8% | $2,148-65.9% |
| Participant deferral / active EE | $1,214 | $2,145-43.4% | $5,198-76.6% | $3,539-65.7% |
| Admin fee / account holder | $74 | $167-55.9% | $13,954-99.5% | $142-48.3% |