See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 27 · EIN 35-2467663 | Advisory (Plan) | $53,154 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $45,943 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,934 |
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 | $263,634 | $132,049+99.6% | $200,582+31.4% | $74,304+254.8% |
| Participation rate | 99.5% | 84.1%+15.5pp | 86.9%+12.7pp | 60.3%+39.2pp |
| Annual return | 16.33% | 22.22%-5.9pp | 42.33%-26.0pp | 29.43%-13.1pp |
| Employer contribution / active EE | $9,278 | $4,558+103.6% | $6,419+44.5% | $2,241+314.0% |
| Participant deferral / active EE | $15,435 | $7,213+114.0% | $9,331+65.4% | $3,767+309.7% |
| Admin fee / account holder | $362 | $2,405-84.9% | $16,305-97.8% | $2,969-87.8% |