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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $27,666 |
CERITY PARTNERS6 years Service code 27 · EIN 35-2467663 | Advisory (Plan) | $25,905 |
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 | $130,547 | $82,879+57.5% | $96,576+35.2% | $67,986+92.0% |
| Participation rate | 95.3% | 75.2%+20.1pp | 81.4%+13.8pp | 57.2%+38.1pp |
| Annual return | 16.55% | 36.90%-20.4pp | 38.47%-21.9pp | 31.67%-15.1pp |
| Employer contribution / active EE | $723 | $2,727-73.5% | $3,553-79.6% | $2,019-64.2% |
| Participant deferral / active EE | $6,649 | $6,976-4.7% | $7,956-16.4% | $3,358+98.0% |
| Admin fee / account holder | $352 | $2,783-87.3% | $11,381-96.9% | $3,203-89.0% |