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 |
|---|---|---|
CERITY PARTNERS2 years Filed as: CERITY PARTNERS RETIREMENT Service code 27 · EIN 35-2467663 | Advisory (Plan) | $51,757 |
NEWPORT GROUP, INC.7 years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $19,847 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $141,180 | $50,458+179.8% | $159,960-11.7% | $64,808+117.8% |
| Participation rate | 66.9% | 68.0%-1.2pp | 78.0%-11.1pp | 71.5%-4.6pp |
| Annual return | -16.62% | -13.42%-3.2pp | 408.60%-425.2pp | 32.82%-49.4pp |
| Employer contribution / active EE | $733 | $1,722-57.4% | $4,226-82.7% | $2,506-70.8% |
| Participant deferral / active EE | $8,019 | $4,004+100.3% | $6,182+29.7% | $4,310+86.0% |
| Admin fee / account holder | $263 | $706-62.7% | $8,698-97.0% | $188+40.1% |