See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,638 |
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 27 · EIN 35-2467663 | Advisory (Plan) | $34,732 |
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $11,162 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,232 | $62,624+72.8% | $177,989-39.2% | $77,643+39.4% |
| Participation rate | 47.2% | 66.8%-19.6pp | 77.1%-29.9pp | 70.6%-23.4pp |
| Annual return | 14.42% | 16.16%-1.7pp | 294.48%-280.1pp | 31.24%-16.8pp |
| Employer contribution / active EE | $3,196 | $1,909+67.4% | $3,949-19.1% | $2,726+17.2% |
| Participant deferral / active EE | $5,663 | $4,219+34.2% | $6,276-9.8% | $4,647+21.8% |
| Admin fee / account holder | $422 | $386+9.5% | $10,363-95.9% | $430-1.9% |