See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 27 · EIN 35-2467663 | Advisory (Plan) | $63,901 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,979 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,225 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,686 | $106,028-31.4% | $146,958-50.5% | $77,643-6.4% |
| Participation rate | 92.5% | 78.4%+14.1pp | 82.2%+10.3pp | 70.6%+21.9pp |
| Annual return | 18.06% | 56.73%-38.7pp | 418.34%-400.3pp | 31.24%-13.2pp |
| Employer contribution / active EE | $2,965 | $4,063-27.0% | $4,933-39.9% | $2,726+8.8% |
| Participant deferral / active EE | $8,554 | $7,990+7.1% | $8,070+6.0% | $4,647+84.1% |
| Admin fee / account holder | $228 | $337-32.6% | $12,998-98.2% | $430-47.1% |