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 06-1050034 | Contract Administrator | $5,612 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 33 · EIN 42-1445429 | Securities brokerage commissions and ... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,835 | $60,165+56.0% | $74,183+26.5% | $55,167+70.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 10.88% | 10.00%+0.9pp | 17.74%-6.9pp | 169.23%-158.3pp |
| Employer contribution / active EE | $3,971 | $1,600+148.3% | $2,370+67.6% | $1,963+102.3% |
| Participant deferral / active EE | $5,521 | $2,973+85.7% | $3,550+55.5% | $3,054+80.8% |
| Admin fee / account holder | $39 | $419-90.7% | $5,586-99.3% | $504-92.3% |