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 | $68,006 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $50,147 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,418 | $122,239+59.0% | $184,203+5.5% | $74,495+161.0% |
| Participation rate | 98.2% | 85.5%+12.7pp | 86.8%+11.4pp | 67.2%+31.0pp |
| Annual return | 12.55% | 19.95%-7.4pp | 28.81%-16.3pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $4,409 | $4,537-2.8% | $6,427-31.4% | $2,623+68.1% |
| Participant deferral / active EE | $7,754 | $7,139+8.6% | $9,131-15.1% | $4,346+78.4% |
| Admin fee / account holder | $442 | $1,260-64.9% | $13,901-96.8% | $1,942-77.3% |