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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.
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| Provider | Service type | Compensation |
|---|---|---|
CERITY PARTNERS3 years Service code 28 · EIN 27-1180831 | Investment Management | $61,792 |
Filed as: MORRIS & WELLS WEALTH MANAGEMENT Service code 28 · EIN 26-3820649 | Investment Management | $60,447 |
FINANCIAL SECURITY ADVISORY, INC.10+ years Service code 28 · EIN 54-1832175 | Investment Management | $11,961 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $307,329 | $55,415+454.6% | $155,509+97.6% | $74,495+312.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.37% | 268.50%-257.1pp | 64.67%-53.3pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $7,202 | $2,267+217.7% | $4,672+54.1% | $2,623+174.6% |
| Participant deferral / active EE | $17,657 | $2,836+522.6% | $5,626+213.8% | $4,346+306.3% |
| Admin fee / account holder | $835 | $1,738-52.0% | $15,912-94.8% | $1,942-57.0% |