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 INC8+ years Filed as: CES INSURANCE AGENCY INC Service code 26 · EIN 04-2865307 | Advisory (Participants) | $42,302 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,828 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,999 | $46,292-46.0% | $143,757-82.6% | $64,808-61.4% |
| Participation rate | 93.0% | 64.2%+28.7pp | 80.3%+12.6pp | 71.5%+21.5pp |
| Annual return | -14.98% | -10.05%-4.9pp | -0.04%-14.9pp | 32.82%-47.8pp |
| Employer contribution / active EE | $1,242 | $1,910-35.0% | $4,951-74.9% | $2,506-50.4% |
| Participant deferral / active EE | $2,254 | $2,646-14.8% | $5,637-60.0% | $4,310-47.7% |
| Admin fee / account holder | $82 | $154-46.8% | $14,673-99.4% | $188-56.4% |