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) | $40,987 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,234 |
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 | $25,122 | $52,293-52.0% | $178,490-85.9% | $73,409-65.8% |
| Participation rate | 83.7% | 65.3%+18.3pp | 81.9%+1.7pp | 72.2%+11.5pp |
| Annual return | 12.79% | 34.75%-22.0pp | 151.07%-138.3pp | 59.29%-46.5pp |
| Employer contribution / active EE | $856 | $1,735-50.6% | $5,011-82.9% | $2,234-61.7% |
| Participant deferral / active EE | $1,394 | $2,332-40.2% | $5,202-73.2% | $3,805-63.4% |
| Admin fee / account holder | $77 | $127-39.2% | $13,984-99.4% | $158-50.9% |