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 | $40,178 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $19,681 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,619 | $101,317-51.0% | $146,958-66.2% | $74,495-33.4% |
| Participation rate | 69.9% | 75.5%-5.6pp | 82.2%-12.2pp | 67.2%+2.7pp |
| Annual return | 10.63% | 8730.91%-8720.3pp | 418.34%-407.7pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,461 | $3,810-61.7% | $4,933-70.4% | $2,623-44.3% |
| Participant deferral / active EE | $3,885 | $7,303-46.8% | $8,070-51.9% | $4,346-10.6% |
| Admin fee / account holder | $190 | $1,739-89.0% | $12,998-98.5% | $1,942-90.2% |