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 |
|---|---|---|
CERITY PARTNERS1 year Filed as: CERITY PARTNERS MANAGEMENT LLC Service code 27 · EIN 82-3417410 601 S FIRUEROA ST 2000 · LOS ANGELES, CA 900175783 | Advisory (Plan) | $14,901 |
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 | $352,581 | $88,083+300.3% | $164,813+113.9% | $74,495+373.3% |
| Participation rate | 97.7% | 73.0%+24.7pp | 78.6%+19.1pp | 67.2%+30.5pp |
| Annual return | 30.39% | 17.26%+13.1pp | 69.93%-39.5pp | 1364.94%-1334.6pp |
| Employer contribution / active EE | $14,980 | $2,593+477.7% | $4,341+245.1% | $2,623+471.1% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $93 | $2,234-95.8% | $12,690-99.3% | $1,942-95.2% |