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 10-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,871 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RETIREMENT Service code 16 · EIN 35-2467663 | Consulting | $5,982 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,013 | $79,700+11.7% | $153,485-42.0% | $74,495+19.5% |
| Participation rate | 90.0% | 69.8%+20.2pp | 77.1%+12.9pp | 67.2%+22.8pp |
| Annual return | 15.15% | 15.07%+0.1pp | 15.65%-0.5pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $3,497 | $4,016-12.9% | $5,039-30.6% | $2,623+33.3% |
| Participant deferral / active EE | $4,242 | $5,315-20.2% | $6,757-37.2% | $4,346-2.4% |
| Admin fee / account holder | $98 | $1,790-94.5% | $12,724-99.2% | $1,942-94.9% |