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 49 STONEWOOD COMMONS I · WEXFORD, PA 15090 | Other Services | $16,818 |
Service code 99 | Other Fees | $11,206 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 99 · EIN 42-1445429 | Other Fees | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,872 | $55,415-62.3% | $155,509-86.6% | $74,495-72.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.27% | 268.50%-256.2pp | 64.67%-52.4pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $833 | $2,267-63.2% | $4,672-82.2% | $2,623-68.2% |
| Participant deferral / active EE | $2,339 | $2,836-17.5% | $5,626-58.4% | $4,346-46.2% |
| Admin fee / account holder | $140 | $1,738-91.9% | $15,912-99.1% | $1,942-92.8% |