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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $45,299 |
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 27 · EIN 35-2467663 | Advisory (Plan) | $38,676 |
Filed as: CIBC PRIVATE WEALTH ADVISERS INC Service code 28 · EIN 20-0822261 | Investment Management | $21,003 |
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 | $630,444 | $101,317+522.3% | $146,958+329.0% | $74,495+746.3% |
| Participation rate | 99.5% | 75.5%+23.9pp | 82.2%+17.3pp | 67.2%+32.3pp |
| Annual return | 17.28% | 8730.91%-8713.6pp | 418.34%-401.1pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $15,878 | $3,810+316.7% | $4,933+221.9% | $2,623+505.4% |
| Participant deferral / active EE | $14,928 | $7,303+104.4% | $8,070+85.0% | $4,346+243.5% |
| Admin fee / account holder | $423 | $1,739-75.7% | $12,998-96.7% | $1,942-78.2% |