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 |
|---|---|---|
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 26 · EIN 35-2467663 PO BOX 21834 · NEW YORK, NY 10087 | Advisory (Participants) | $33,977 |
PAYCHEX, INC.1 year Filed as: PAYCHEX INC Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $19,045 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,606 | $80,724-41.0% | $103,333-53.9% | $74,495-36.1% |
| Participation rate | 87.5% | 65.7%+21.8pp | 74.5%+13.0pp | 67.2%+20.3pp |
| Annual return | 13.90% | 27.56%-13.7pp | 24.88%-11.0pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $3,752 | $3,157+18.8% | $3,868-3.0% | $2,623+43.0% |
| Participant deferral / active EE | $6,735 | $3,860+74.5% | $5,057+33.2% | $4,346+55.0% |
| Admin fee / account holder | $301 | $2,368-87.3% | $8,355-96.4% | $1,942-84.5% |