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 |
|---|---|---|
CIC WEALTH LLLC2 years Service code 27 · EIN 82-2881062 | Advisory (Plan) | $30,251 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,366 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,302 | $101,499-32.7% | $147,005-53.5% | $74,546-8.4% |
| Participation rate | 87.7% | 75.5%+12.2pp | 82.2%+5.5pp | 67.2%+20.5pp |
| Annual return | 17.05% | 8732.34%-8715.3pp | 418.76%-401.7pp | 1366.03%-1349.0pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $7,819 | $7,304+7.0% | $8,070-3.1% | $4,347+79.8% |
| Admin fee / account holder | $331 | $1,748-81.1% | $13,006-97.5% | $1,944-83.0% |