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 15 · EIN 35-0145825 | Recordkeeping | $13,534 |
Filed as: CAMBRIDGE INV RSRCH ADVSRS Service code 26 · EIN 42-1445429 | Advisory (Participants) | $11,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,318 | $51,197-34.9% | $82,719-59.7% | $66,914-50.2% |
| Participation rate | 32.1% | 67.8%-35.8pp | 72.6%-40.5pp | 69.8%-37.7pp |
| Annual return | -14.02% | -9.64%-4.4pp | 701.18%-715.2pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,254 | $2,611-52.0% | $3,009-58.3% | $2,544-50.7% |
| Participant deferral / active EE | $1,897 | $3,458-45.2% | $4,395-56.8% | $4,237-55.2% |
| Admin fee / account holder | $185 | $416-55.5% | $5,329-96.5% | $593-68.8% |