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 Service code 27 · EIN 35-2467663 | Advisory (Plan) | $38,016 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,612 |
Filed as: CIBC PRIVATE WEALTH ADVISERS INC Service code 28 · EIN 20-0822261 | Investment Management | $21,861 |
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 | $562,855 | $91,407+515.8% | $135,903+314.2% | $71,457+687.7% |
| Participation rate | 99.4% | 75.7%+23.8pp | 81.9%+17.5pp | 67.9%+31.5pp |
| Annual return | 20.02% | 29.90%-9.9pp | 68.23%-48.2pp | 28.85%-8.8pp |
| Employer contribution / active EE | $16,075 | $3,703+334.0% | $4,856+231.0% | $2,588+521.2% |
| Participant deferral / active EE | $15,649 | $7,092+120.7% | $7,758+101.7% | $4,289+264.9% |
| Admin fee / account holder | $354 | $1,266-72.1% | $10,762-96.7% | $1,587-77.7% |