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, INC. 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 | $8,718 | $49,693-82.5% | $70,515-87.6% | $74,419-88.3% |
| Participation rate | 95.3% | 64.7%+30.7pp | 68.3%+27.0pp | 70.7%+24.6pp |
| Annual return | 14.16% | 21.22%-7.1pp | 32.77%-18.6pp | 34.38%-20.2pp |
| Employer contribution / active EE | $1,997 | $1,773+12.6% | $2,973-32.8% | $2,637-24.3% |
| Participant deferral / active EE | $0 | $3,376-100.0% | $4,567-100.0% | $4,528-100.0% |
| Admin fee / account holder | $72 | $316-77.1% | $6,412-98.9% | $348-79.2% |