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 5-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 |
|---|---|---|
CEP CONSULTANTS, INC1 year Filed as: CEP CONSULTANTS Service code 64 1373 VETERANS HIGHWAY STE 10 · HAUPPAUGE, NY 11788 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,325 | $58,347-80.6% | $85,682-86.8% | $86,799-87.0% |
| Participation rate | 93.5% | 64.9%+28.6pp | 69.9%+23.7pp | 72.3%+21.2pp |
| Annual return | 11.17% | 18.43%-7.3pp | 21.49%-10.3pp | 97.91%-86.7pp |
| Employer contribution / active EE | $2,296 | $1,751+31.1% | $2,618-12.3% | $2,405-4.6% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,923-100.0% | $4,131-100.0% |
| Admin fee / account holder | $83 | $147-43.4% | $6,873-98.8% | $170-50.8% |