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 |
|---|---|---|
Filed as: CERITY PARTNERS RETIREMENT PLAN AD Service code 27 · EIN 35-2467663 | Advisory (Plan) | $59,869 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $53,999 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,455 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,026 | $131,799+0.2% | $200,582-34.2% | $85,563+54.3% |
| Participation rate | 98.7% | 87.9%+10.8pp | 86.9%+11.8pp | 66.0%+32.8pp |
| Annual return | 19.17% | 21.59%-2.4pp | 42.33%-23.2pp | 31.51%-12.3pp |
| Employer contribution / active EE | $3,006 | $4,532-33.7% | $6,419-53.2% | $2,654+13.3% |
| Participant deferral / active EE | $7,734 | $7,702+0.4% | $9,331-17.1% | $4,375+76.8% |
| Admin fee / account holder | $154 | $235-34.6% | $16,305-99.1% | $834-81.6% |