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 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $59,371 |
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 16 · EIN 35-2467663 | Consulting | $43,391 |
VESTAL & WILER CPAS3 years Filed as: VESTAL & WILER CPA Service code 10 · EIN 59-3198021 | Accounting | $10,400 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $337,304 | $104,475+222.9% | $159,436+111.6% | $79,386+324.9% |
| Participation rate | 99.4% | 76.6%+22.8pp | 82.8%+16.6pp | 70.7%+28.7pp |
| Annual return | 14.73% | 67.95%-53.2pp | 263.57%-248.8pp | 116.85%-102.1pp |
| Employer contribution / active EE | $9,304 | $3,417+172.3% | $4,829+92.7% | $2,427+283.3% |
| Participant deferral / active EE | $12,022 | $6,467+85.9% | $7,352+63.5% | $4,046+197.2% |
| Admin fee / account holder | $470 | $711-33.9% | $10,799-95.6% | $626-25.0% |