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 | $84,556-38.4% | $116,228-55.2% | $74,304-29.9% |
| Participation rate | 96.4% | 66.0%+30.3pp | 74.6%+21.8pp | 60.3%+36.0pp |
| Annual return | 12.50% | 18.35%-5.9pp | 90.06%-77.6pp | 29.43%-16.9pp |
| Employer contribution / active EE | $3,370 | $2,168+55.5% | $2,994+12.5% | $2,241+50.4% |
| Participant deferral / active EE | $4,929 | $3,814+29.2% | $4,953-0.5% | $3,767+30.8% |
| Admin fee / account holder | $323 | $3,792-91.5% | $11,989-97.3% | $2,969-89.1% |