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 RESEARCH2+ years Service code 55 · EIN 42-1445429 | Other Commissions | $26,685 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,825 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,162 | $56,640-55.6% | $80,975-68.9% | $57,658-56.4% |
| Participation rate | 85.4% | 75.9%+9.5pp | 75.8%+9.6pp | 70.2%+15.2pp |
| Annual return | 15.92% | 19.97%-4.0pp | 17.10%-1.2pp | 5.13%+10.8pp |
| Employer contribution / active EE | $1 | $2,085-100.0% | $3,714-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $9,084 | $4,944+83.8% | $5,696+59.5% | $3,061+196.8% |
| Admin fee / account holder | $5 | $87-93.8% | $5,516-99.9% | $95-94.3% |