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 | $65,842 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 · EIN 35-2467663 | Advisory (Plan) | $48,087 |
Filed as: TRINITY PENSION CONSULTANTS INC Service code 49 · EIN 20-4548831 | Other Services | $18,178 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,516 | $55,415+94.0% | $155,509-30.9% | $74,495+44.3% |
| Participation rate | 83.5% | 61.9%+21.6pp | 78.2%+5.3pp | 67.2%+16.3pp |
| Annual return | 13.49% | 268.50%-255.0pp | 64.67%-51.2pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $5,579 | $2,267+146.1% | $4,672+19.4% | $2,623+112.7% |
| Participant deferral / active EE | $2,913 | $2,836+2.7% | $5,626-48.2% | $4,346-33.0% |
| Admin fee / account holder | $578 | $1,738-66.8% | $15,912-96.4% | $1,942-70.3% |