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 13 · EIN 42-0127290 | Contract Administrator | $45,667 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS LLC Service code 27 · EIN 27-1180831 | Advisory (Plan) | $28,621 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RETIREME Service code 27 · EIN 35-2467663 | Advisory (Plan) | $9,540 |
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 | $135,862 | $71,883+89.0% | $86,677+56.7% | $68,494+98.4% |
| Participation rate | 97.9% | 72.2%+25.7pp | 76.6%+21.4pp | 67.9%+30.0pp |
| Annual return | -12.58% | 3.52%-16.1pp | 35.91%-48.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $3,144 | $2,173+44.7% | $2,836+10.8% | $2,596+21.1% |
| Participant deferral / active EE | $10,384 | $3,779+174.8% | $4,656+123.0% | $4,027+157.9% |
| Admin fee / account holder | $449 | $6,112-92.7% | $7,493-94.0% | $5,403-91.7% |