See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH7+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $40,601 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,881 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,762 | $84,936+50.4% | $111,297+14.8% | $79,386+60.9% |
| Participation rate | 88.1% | 75.9%+12.3pp | 77.3%+10.8pp | 70.7%+17.4pp |
| Annual return | 14.55% | 17.45%-2.9pp | 54.65%-40.1pp | 116.85%-102.3pp |
| Employer contribution / active EE | $3,002 | $1,979+51.7% | $2,731+9.9% | $2,427+23.7% |
| Participant deferral / active EE | $8,194 | $3,888+110.7% | $4,487+82.6% | $4,046+102.5% |
| Admin fee / account holder | $325 | $537-39.6% | $7,964-95.9% | $626-48.2% |