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, INC. Service code 66 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Insurance mortality and expense charge | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,837 | $55,416-19.1% | $75,972-41.0% | $77,643-42.3% |
| Participation rate | 30.3% | 63.6%-33.3pp | 69.1%-38.8pp | 70.6%-40.3pp |
| Annual return | 10.56% | 17.07%-6.5pp | 359.55%-349.0pp | 31.24%-20.7pp |
| Employer contribution / active EE | $2,396 | $1,788+34.0% | $2,685-10.8% | $2,726-12.1% |
| Participant deferral / active EE | $0 | $3,447-100.0% | $4,255-100.0% | $4,647-100.0% |
| Admin fee / account holder | $285 | $414-31.1% | $6,467-95.6% | $430-33.8% |