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 |
|---|---|---|
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RETIREMENT Service code 26 · EIN 35-2467663 | Advisory (Participants) | $37,515 |
Service code 26 · EIN 27-2388726 | Advisory (Participants) | $9,223 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,709 | $80,724-9.9% | $103,333-29.6% | $74,495-2.4% |
| Participation rate | 88.7% | 65.7%+23.0pp | 74.5%+14.2pp | 67.2%+21.5pp |
| Annual return | 11.87% | 27.56%-15.7pp | 24.88%-13.0pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $4,057 | $3,157+28.5% | $3,868+4.9% | $2,623+54.7% |
| Participant deferral / active EE | $5,829 | $3,860+51.0% | $5,057+15.3% | $4,346+34.1% |
| Admin fee / account holder | $433 | $2,368-81.7% | $8,355-94.8% | $1,942-77.7% |