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 | Investment management; Finders' fees ... | $372,674 |
CERITY PARTNERS5 years Filed as: CERITY PARTNERS RETIREMENT SERVICES Service code 16 · EIN 35-2467663 | Consulting | $62,507 |
Service code 10 · EIN 74-1080030 | Accounting | $29,500 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,550 | $67,679-56.3% | $155,509-81.0% | $99,062-70.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 78.2%+21.8pp | 71.6%+28.4pp |
| Annual return | 12.02% | 16.16%-4.1pp | 64.67%-52.7pp | 17.66%-5.6pp |
| Employer contribution / active EE | $656 | $2,268-71.1% | $4,672-85.9% | $3,262-79.9% |
| Participant deferral / active EE | $3,708 | $3,828-3.2% | $5,626-34.1% | $5,331-30.5% |
| Admin fee / account holder | $65 | $94-30.3% | $15,912-99.6% | $109-40.1% |