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 RESEARCH5+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 15 · EIN 42-1445429 | Recordkeeping | $23,525 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,030 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $83,035 | $52,953+56.8% | $172,739-51.9% | $65,185+27.4% |
| Participation rate | 91.1% | 66.2%+24.9pp | 82.6%+8.4pp | 70.2%+20.9pp |
| Annual return | 22.30% | 30.12%-7.8pp | 802.84%-780.5pp | 29.38%-7.1pp |
| Employer contribution / active EE | $1,684 | $2,190-23.1% | $5,143-67.3% | $2,177-22.6% |
| Participant deferral / active EE | $6,021 | $2,471+143.7% | $5,198+15.8% | $3,514+71.4% |
| Admin fee / account holder | $166 | $472-64.8% | $13,954-98.8% | $847-80.4% |