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 RESEARCH8+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $38,783 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,644 |
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 | $99,073 | $85,713+15.6% | $86,677+14.3% | - |
| Participation rate | 84.8% | 72.2%+12.7pp | 76.6%+8.3pp | - |
| Annual return | -17.78% | -20.12%+2.3pp | 35.91%-53.7pp | - |
| Employer contribution / active EE | $3,345 | $1,789+87.0% | $2,836+17.9% | - |
| Participant deferral / active EE | $9,449 | $3,318+184.8% | $4,656+102.9% | - |
| Admin fee / account holder | $316 | $28,935-98.9% | $7,493-95.8% | - |