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 |
|---|---|---|
CERITY PARTNERS2 years Service code 27 · EIN 35-2467663 | Advisory (Plan) | $38,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,217 |
Filed as: CIBC PRIVATE WEALTH ADVISERS INC Service code 28 · EIN 20-0822261 | Investment Management | $8,336 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $461,451 | $99,957+361.6% | $149,696+208.3% | $73,488+527.9% |
| Participation rate | 99.4% | 75.7%+23.7pp | 82.5%+17.0pp | 70.7%+28.8pp |
| Annual return | 15.69% | 53.87%-38.2pp | 276.60%-260.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $14,055 | $3,191+340.4% | $4,644+202.6% | $2,270+519.1% |
| Participant deferral / active EE | $12,336 | $6,073+103.1% | $6,842+80.3% | $3,740+229.9% |
| Admin fee / account holder | $239 | $551-56.7% | $9,309-97.4% | $513-53.5% |