Filed December 9, 2025
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 |
|---|---|---|
CERITY PARTNERS1 year Filed as: CERITY PARTNERS LLC Service code 17 · EIN 27-1180831 | Pension Consulting | $24,636 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,562 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,936 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,346 | $111,608-25.3% | $177,821-53.1% | $73,409+13.5% |
| Participation rate | 98.5% | 87.9%+10.7pp | 87.7%+10.8pp | 72.2%+26.4pp |
| Annual return | 20.98% | 18.23%+2.8pp | 48.32%-27.3pp | 59.29%-38.3pp |
| Employer contribution / active EE | $1,935 | $3,796-49.0% | $5,918-67.3% | $2,234-13.4% |
| Participant deferral / active EE | $6,110 | $6,199-1.4% | $7,714-20.8% | $3,805+60.5% |
| Admin fee / account holder | $31 | $166-81.0% | $12,427-99.7% | $158-80.1% |