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 |
|---|---|---|
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 · EIN 35-2467663 | Advisory (Plan) | $41,799 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,630 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,265 | $95,803+95.5% | $113,168+65.5% | $84,808+120.8% |
| Participation rate | 96.7% | 72.9%+23.9pp | 76.6%+20.2pp | 68.3%+28.4pp |
| Annual return | 11.25% | 25.00%-13.8pp | 24.27%-13.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $3,466 | $2,360+46.9% | $2,975+16.5% | $2,631+31.7% |
| Participant deferral / active EE | $12,358 | $4,242+191.3% | $5,107+142.0% | $4,212+193.4% |
| Admin fee / account holder | $612 | $8,989-93.2% | $12,068-94.9% | $7,344-91.7% |