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 | Sales loads (front end and deferred);... | $63,245 |
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 16 · EIN 35-2467663 | Consulting | $44,800 |
VESTAL & WILER CPAS4 years Filed as: VESTAL & WILER CPA Service code 10 · EIN 59-3198021 | Accounting | $11,500 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $276,840 | $84,487+227.7% | $125,339+120.9% | $66,914+313.7% |
| Participation rate | 99.4% | 76.4%+23.0pp | 82.4%+17.1pp | 69.8%+29.6pp |
| Annual return | -16.51% | -8.39%-8.1pp | 572.05%-588.6pp | 1.58%-18.1pp |
| Employer contribution / active EE | $9,177 | $3,553+158.3% | $4,814+90.6% | $2,544+260.7% |
| Participant deferral / active EE | $11,631 | $6,781+71.5% | $7,446+56.2% | $4,237+174.5% |
| Admin fee / account holder | $471 | $685-31.3% | $10,010-95.3% | $593-20.7% |