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 |
|---|---|---|
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 27 · EIN 35-2467663 | Advisory (Plan) | $39,670 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,673 |
Service code 37 · EIN 04-2647786 | Loan Processing | $633 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $193,537 | $84,487+129.1% | $125,339+54.4% | $66,914+189.2% |
| Participation rate | 53.3% | 76.4%-23.1pp | 82.4%-29.1pp | 69.8%-16.5pp |
| Annual return | -11.87% | -8.39%-3.5pp | 572.05%-583.9pp | 1.58%-13.5pp |
| Employer contribution / active EE | $2,130 | $3,553-40.1% | $4,814-55.8% | $2,544-16.3% |
| Participant deferral / active EE | $3,823 | $6,781-43.6% | $7,446-48.7% | $4,237-9.8% |
| Admin fee / account holder | $710 | $685+3.6% | $10,010-92.9% | $593+19.6% |