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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,460 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 · EIN 35-2467663 | Advisory (Plan) | $14,632 |
MMA SECURITIES LLC5 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $13,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,639 | $79,013-27.1% | $100,391-42.6% | $74,495-22.6% |
| Participation rate | 99.1% | 79.5%+19.6pp | 81.5%+17.6pp | 67.2%+31.9pp |
| Annual return | 16.10% | 20.41%-4.3pp | 49.20%-33.1pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $1,839 | $3,021-39.1% | $3,942-53.4% | $2,623-29.9% |
| Participant deferral / active EE | $7,671 | $7,760-1.1% | $8,082-5.1% | $4,346+76.5% |
| Admin fee / account holder | $295 | $1,320-77.6% | $7,899-96.3% | $1,942-84.8% |