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 |
|---|---|---|
CEROS FINANCIAL SERVICES, INC.1+ years Filed as: CEROS FINANCIAL SERVICES Service code 27 1445 RESEARCH BLVD. · ROCKVILLE, MD 20850 | Advisory (Plan) | $19,590 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 | Recordkeeping | $1,907 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 · EIN 95-1411037 | Recordkeeping | $795 |
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 | $64,308 | $56,897+13.0% | $84,750-24.1% | $62,891+2.3% |
| Participation rate | 75.0% | 68.5%+6.5pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | 6.67% | 6.30%+0.4pp | 22.78%-16.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,310 | $2,400-3.7% | $3,574-35.4% | $2,281+1.3% |
| Participant deferral / active EE | $5,992 | $2,709+121.2% | $3,712+61.4% | $3,203+87.1% |
| Admin fee / account holder | $34 | $3,581-99.1% | $5,332-99.4% | $4,296-99.2% |