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 | $41,026 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $10,051 |
Filed as: ON INVESTMENT MANAGEMENT CO Service code 27 · EIN 31-0742113 | Advisory (Plan) | $5,404 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,111 | $80,705-35.4% | $115,768-55.0% | $67,986-23.4% |
| Participation rate | 96.4% | 63.0%+33.4pp | 74.4%+22.0pp | 57.2%+39.2pp |
| Annual return | 12.50% | 18.49%-6.0pp | 100.46%-88.0pp | 31.67%-19.2pp |
| Employer contribution / active EE | $3,370 | $2,046+64.7% | $2,940+14.6% | $2,019+66.9% |
| Participant deferral / active EE | $4,929 | $3,559+38.5% | $4,917+0.2% | $3,358+46.8% |
| Admin fee / account holder | $323 | $4,135-92.2% | $12,439-97.4% | $3,203-89.9% |