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 Service code 27 · EIN 42-1445429 | Advisory (Plan) | $31,568 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,931 |
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 | $95,062 | $65,376+45.4% | $87,100+9.1% | $65,185+45.8% |
| Participation rate | 85.5% | 75.3%+10.2pp | 76.9%+8.6pp | 70.2%+15.3pp |
| Annual return | 21.98% | 31.27%-9.3pp | 28.19%-6.2pp | 29.38%-7.4pp |
| Employer contribution / active EE | $3,126 | $1,822+71.5% | $2,521+24.0% | $2,177+43.6% |
| Participant deferral / active EE | $7,383 | $3,388+117.9% | $4,049+82.4% | $3,514+110.1% |
| Admin fee / account holder | $246 | $520-52.6% | $7,497-96.7% | $847-70.9% |