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: CAMBRIDGE INVESTMENT RESEARCH ADV Service code 27 · EIN 39-1897480 415 DUNLAWTON AVE, SUITE 102 · PORT ORANGE, FL 32127 | Advisory (Plan) | $23,022 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 353 N CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $1,554 |
Service code 15 · EIN 13-3689044 4333 EDGEWOOD ROAD N.E. · CEDAR RAPIDS, IA 52499 | Recordkeeping | $1,318 |
Service code 15 · EIN 20-8305664 309 N.E. 1ST STREET · DELRAY BEACH, FL 33483 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,687 | $73,638+6.9% | $95,952-18.0% | $73,488+7.1% |
| Participation rate | 87.8% | 76.2%+11.7pp | 77.1%+10.8pp | 70.7%+17.1pp |
| Annual return | 11.38% | 16.78%-5.4pp | 91.61%-80.2pp | 28.51%-17.1pp |
| Employer contribution / active EE | $1,413 | $1,863-24.2% | $2,541-44.4% | $2,270-37.8% |
| Participant deferral / active EE | $4,284 | $3,617+18.5% | $4,167+2.8% | $3,740+14.6% |
| Admin fee / account holder | $213 | $482-55.9% | $6,795-96.9% | $513-58.6% |