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 | $26,583 |
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 27 · EIN 35-2467663 | Advisory (Plan) | $6,696 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,519 | $59,097-34.8% | $82,389-53.2% | $74,304-48.2% |
| Participation rate | 82.3% | 52.8%+29.6pp | 69.5%+12.8pp | 60.3%+22.0pp |
| Annual return | 17.30% | 22.85%-5.5pp | 28.67%-11.4pp | 29.43%-12.1pp |
| Employer contribution / active EE | $2,226 | $1,601+39.1% | $2,517-11.6% | $2,241-0.7% |
| Participant deferral / active EE | $3,159 | $2,775+13.8% | $4,155-24.0% | $3,767-16.2% |
| Admin fee / account holder | $168 | $4,489-96.3% | $7,231-97.7% | $2,969-94.3% |