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 5-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 |
|---|---|---|
CEP CONSULTANTS, INC2 years Filed as: CEP CONSULTANTS Service code 64 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,748 | $44,764-64.8% | $68,791-77.1% | $64,808-75.7% |
| Participation rate | 95.3% | 64.8%+30.5pp | 69.0%+26.2pp | 71.5%+23.8pp |
| Annual return | -15.60% | -10.91%-4.7pp | -6.38%-9.2pp | 32.82%-48.4pp |
| Employer contribution / active EE | $4,765 | $1,775+168.4% | $2,655+79.5% | $2,506+90.2% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,941-100.0% | $4,310-100.0% |
| Admin fee / account holder | $107 | $151-29.5% | $4,932-97.8% | $188-43.2% |