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 RESEARCH6+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $31,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,319 | $73,638+51.2% | $95,952+16.0% | $73,488+51.5% |
| Participation rate | 88.4% | 76.2%+12.2pp | 77.1%+11.3pp | 70.7%+17.7pp |
| Annual return | 17.28% | 16.78%+0.5pp | 91.61%-74.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $2,712 | $1,863+45.6% | $2,541+6.7% | $2,270+19.5% |
| Participant deferral / active EE | $6,914 | $3,617+91.1% | $4,167+65.9% | $3,740+84.9% |
| Admin fee / account holder | $241 | $482-50.1% | $6,795-96.5% | $513-53.1% |