See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CERITY PARTNERS2 years Filed as: CERITY PARTNERS RETIREMENT SERVICES Service code 26 P.O. BOX 21834 · NEW YORK, NY 100871834 | Advisory (Participants) | $140,860 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $15,534 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $268,194 | $129,021+107.9% | $184,203+45.6% | $77,643+245.4% |
| Participation rate | 85.8% | 87.3%-1.6pp | 86.8%-1.0pp | 70.6%+15.2pp |
| Annual return | 11.67% | 33.27%-21.6pp | 28.81%-17.1pp | 31.24%-19.6pp |
| Employer contribution / active EE | $5,175 | $4,413+17.3% | $6,427-19.5% | $2,726+89.8% |
| Participant deferral / active EE | $12,030 | $7,297+64.9% | $9,131+31.7% | $4,647+158.9% |
| Admin fee / account holder | $259 | $254+1.8% | $13,901-98.1% | $430-39.9% |