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 Service code 27 · EIN 42-1445429 | Advisory (Plan) | $34,451 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,993 |
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 | $73,660 | $59,186+24.5% | $76,768-4.0% | $56,287+30.9% |
| Participation rate | 78.7% | 75.2%+3.5pp | 77.0%+1.8pp | 69.9%+8.9pp |
| Annual return | -3.81% | 6.62%-10.4pp | 2.43%-6.2pp | -9.96%+6.1pp |
| Employer contribution / active EE | $2,344 | $1,759+33.3% | $2,485-5.7% | $2,111+11.0% |
| Participant deferral / active EE | $5,562 | $3,255+70.9% | $3,852+44.4% | $3,350+66.1% |
| Admin fee / account holder | $248 | $489-49.3% | $6,675-96.3% | $521-52.4% |