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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,126 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $7,052 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,235 | $99,957-83.8% | $149,696-89.2% | $73,488-77.9% |
| Participation rate | 80.9% | 75.7%+5.2pp | 82.5%-1.6pp | 70.7%+10.2pp |
| Annual return | 13.72% | 53.87%-40.2pp | 276.60%-262.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $2,523 | $3,191-20.9% | $4,644-45.7% | $2,270+11.1% |
| Participant deferral / active EE | $932 | $6,073-84.7% | $6,842-86.4% | $3,740-75.1% |
| Admin fee / account holder | $216 | $551-60.7% | $9,309-97.7% | $513-57.8% |