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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $68,539 |
Filed as: CERITY PARTNERS RETIREMENT PLAN AD Service code 16 · EIN 35-2467663 | Consulting | $46,102 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,332 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,435 | $100,227-2.8% | $169,993-42.7% | $74,419+30.9% |
| Participation rate | 98.8% | 87.3%+11.5pp | 87.0%+11.8pp | 70.7%+28.1pp |
| Annual return | 21.87% | 66.08%-44.2pp | 53.37%-31.5pp | 34.38%-12.5pp |
| Employer contribution / active EE | $2,450 | $4,263-42.5% | $6,785-63.9% | $2,637-7.1% |
| Participant deferral / active EE | $6,696 | $7,143-6.3% | $10,408-35.7% | $4,528+47.9% |
| Admin fee / account holder | $155 | $234-34.0% | $12,815-98.8% | $348-55.6% |