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: CIBC PRIVATE WEALTH ADVISERS INC Service code 28 · EIN 20-0822261 | Investment Management | $37,630 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RETIREMENT ADVISORS Service code 27 · EIN 35-2467663 | Advisory (Plan) | $28,726 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,917 |
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 | $457,402 | $84,487+441.4% | $125,339+264.9% | $66,914+583.6% |
| Participation rate | 99.4% | 76.4%+23.0pp | 82.4%+17.0pp | 69.8%+29.6pp |
| Annual return | -17.12% | -8.39%-8.7pp | 572.05%-589.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $15,336 | $3,553+331.6% | $4,814+218.6% | $2,544+502.8% |
| Participant deferral / active EE | $14,897 | $6,781+119.7% | $7,446+100.1% | $4,237+251.6% |
| Admin fee / account holder | $375 | $685-45.3% | $10,010-96.3% | $593-36.9% |