See peer percentile detail. $4.99 for your first month.
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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 ADVIS Service code 27 · EIN 20-1665305 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Advisory (Plan) | $25,320 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,845 |
Filed as: SECURITY ADMINISTRATORS INC. Service code 13 · EIN 16-1209645 100 COURT STREET · BINGHAMTON, NY 139013500 | Contract Administrator | $4,611 |
SECURITY NATIONAL BANK2 years Filed as: SECURITY ADMINSTRATORS INC. Service code 13 | Contract Administrator | $2,680 |
Filed as: WILLSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,774 | $46,292-35.7% | $143,757-79.3% | $64,808-54.1% |
| Participation rate | 62.4% | 64.2%-1.9pp | 80.3%-18.0pp | 71.5%-9.1pp |
| Annual return | -10.48% | -10.05%-0.4pp | -0.04%-10.4pp | 32.82%-43.3pp |
| Employer contribution / active EE | $678 | $1,910-64.5% | $4,951-86.3% | $2,506-72.9% |
| Participant deferral / active EE | $3,360 | $2,646+27.0% | $5,637-40.4% | $4,310-22.0% |
| Admin fee / account holder | $170 | $154+10.3% | $14,673-98.8% | $188-9.7% |