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 | Participant loan processing; Float re... | $63,991 |
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 16 · EIN 35-2467663 | Consulting | $46,144 |
REHMANN ROBSON1 year Filed as: REHMANN LLC Service code 10 · EIN 38-3567911 | Accounting | $12,300 |
NATIONAL FINANCIAL SERVICES5 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 | $308,152 | $91,407+237.1% | $135,903+126.7% | $71,457+331.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 16.49% | 29.90%-13.4pp | 68.23%-51.7pp | 28.85%-12.4pp |
| Employer contribution / active EE | $9,579 | $3,703+158.6% | $4,856+97.3% | $2,588+270.2% |
| Participant deferral / active EE | $12,966 | $7,092+82.8% | $7,758+67.1% | $4,289+202.3% |
| Admin fee / account holder | $467 | $1,266-63.1% | $10,762-95.7% | $1,587-70.6% |