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 |
|---|---|---|
CERITY PARTNERS3 years Service code 27 · EIN 35-2467663 | Advisory (Plan) | $38,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,219 |
Filed as: CIBC PRIVATE WEALTH ADVISERS INC Service code 28 · EIN 20-0822261 | Investment Management | $10,999 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $553,505 | $104,475+429.8% | $159,436+247.2% | $79,386+597.2% |
| Participation rate | 99.4% | 76.6%+22.8pp | 82.8%+16.6pp | 70.7%+28.7pp |
| Annual return | 17.46% | 67.95%-50.5pp | 263.57%-246.1pp | 116.85%-99.4pp |
| Employer contribution / active EE | $14,819 | $3,417+333.7% | $4,829+206.8% | $2,427+510.5% |
| Participant deferral / active EE | $14,270 | $6,467+120.6% | $7,352+94.1% | $4,046+252.7% |
| Admin fee / account holder | $319 | $711-55.2% | $10,799-97.0% | $626-49.1% |