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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $29,510 |
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 27 · EIN 35-2467663 | Advisory (Plan) | $24,136 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,322 | $89,436-44.9% | $164,813-70.1% | $77,643-36.5% |
| Participation rate | 92.2% | 78.6%+13.5pp | 78.6%+13.5pp | 70.6%+21.6pp |
| Annual return | 13.69% | 28.83%-15.1pp | 69.93%-56.2pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,370 | $2,569-46.7% | $4,341-68.4% | $2,726-49.7% |
| Participant deferral / active EE | $5,043 | $4,897+3.0% | $6,031-16.4% | $4,647+8.5% |
| Admin fee / account holder | $148 | $339-56.3% | $12,690-98.8% | $430-65.5% |