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 | Recordkeeping and information managem... | $54,813 |
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 16 · EIN 35-2467663 | Consulting | $48,954 |
REHMANN ROBSON3 years Filed as: REHMANN LLC Service code 10 · EIN 38-3567911 | Accounting | $15,300 |
NATIONAL FINANCIAL SERVICES7 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 | $376,974 | $100,923+273.5% | $150,045+151.2% | $74,304+407.3% |
| Participation rate | 98.9% | 70.1%+28.8pp | 82.3%+16.6pp | 60.3%+38.6pp |
| Annual return | 16.42% | 51.77%-35.3pp | 62.55%-46.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $9,437 | $3,463+172.5% | $4,693+101.1% | $2,241+321.1% |
| Participant deferral / active EE | $13,049 | $6,709+94.5% | $7,997+63.2% | $3,767+246.4% |
| Admin fee / account holder | $443 | $2,767-84.0% | $13,435-96.7% | $2,969-85.1% |