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 7-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 37 · EIN 04-2647786 | Loan Processing | $62,491 |
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 27 · EIN 35-2467663 | Advisory (Plan) | $22,483 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,478 | $51,895-6.6% | $93,063-47.9% | $79,634-39.1% |
| Participation rate | 45.8% | 52.6%-6.8pp | 72.1%-26.3pp | 62.5%-16.7pp |
| Annual return | 25.51% | 18.14%+7.4pp | 34.15%-8.6pp | 36.46%-10.9pp |
| Employer contribution / active EE | $1,545 | $1,561-1.0% | $2,476-37.6% | $2,529-38.9% |
| Participant deferral / active EE | $3,775 | $2,964+27.4% | $3,958-4.6% | $3,835-1.5% |
| Admin fee / account holder | $402 | $657-38.9% | $6,033-93.3% | $1,002-59.9% |