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 99 | Other Fees | $12,641 |
Service code 49 STONEWOOD COMMONS I · WEXFORD, PA 15090 | Other Services | $2,442 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 99 · EIN 42-1445429 | Other 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 | $33,622 | $49,915-32.6% | $154,803-78.3% | $74,304-54.8% |
| Participation rate | 98.0% | 54.0%+44.1pp | 78.1%+20.0pp | 60.3%+37.7pp |
| Annual return | 15.37% | 34.06%-18.7pp | 58.88%-43.5pp | 29.43%-14.1pp |
| Employer contribution / active EE | $1,434 | $1,611-11.0% | $4,305-66.7% | $2,241-36.0% |
| Participant deferral / active EE | $3,541 | $2,255+57.1% | $5,540-36.1% | $3,767-6.0% |
| Admin fee / account holder | $280 | $2,189-87.2% | $14,329-98.0% | $2,969-90.6% |