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 GROUP Service code 15 · EIN 39-1897480 | Recordkeeping | $24,094 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,515 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,455 | $101,317-60.1% | $146,958-72.5% | $74,495-45.7% |
| Participation rate | 91.3% | 75.5%+15.7pp | 82.2%+9.1pp | 67.2%+24.1pp |
| Annual return | 22.90% | 8730.91%-8708.0pp | 418.34%-395.4pp | 1364.94%-1342.0pp |
| Employer contribution / active EE | $3,341 | $3,810-12.3% | $4,933-32.3% | $2,623+27.4% |
| Participant deferral / active EE | $8,245 | $7,303+12.9% | $8,070+2.2% | $4,346+89.7% |
| Admin fee / account holder | $186 | $1,739-89.3% | $12,998-98.6% | $1,942-90.4% |