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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 15 · EIN 42-1445429 | Recordkeeping | $23,375 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,559 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,731 | $47,977+43.3% | $154,107-55.4% | $56,287+22.1% |
| Participation rate | 87.2% | 66.2%+21.0pp | 83.0%+4.1pp | 69.9%+17.3pp |
| Annual return | -5.42% | 3.54%-9.0pp | 735.12%-740.5pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,643 | $2,169-24.2% | $5,298-69.0% | $2,111-22.2% |
| Participant deferral / active EE | $5,863 | $2,392+145.1% | $5,081+15.4% | $3,350+75.0% |
| Admin fee / account holder | $167 | $438-61.8% | $13,411-98.8% | $521-67.9% |