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 | $70,053 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $19,654 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $43,611 | $100,923-56.8% | $150,045-70.9% | $74,304-41.3% |
| Participation rate | 77.5% | 70.1%+7.4pp | 82.3%-4.8pp | 60.3%+17.1pp |
| Annual return | 11.64% | 51.77%-40.1pp | 62.55%-50.9pp | 29.43%-17.8pp |
| Employer contribution / active EE | $1,764 | $3,463-49.1% | $4,693-62.4% | $2,241-21.3% |
| Participant deferral / active EE | $4,712 | $6,709-29.8% | $7,997-41.1% | $3,767+25.1% |
| Admin fee / account holder | $294 | $2,767-89.4% | $13,435-97.8% | $2,969-90.1% |