See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 99 · EIN 42-1445429 | Other Fees | $25,862 |
MUELLER & CO, LLP1 year Filed as: MUELLER & CO. LLP Service code 99 · EIN 11-1000111 | Other Fees | $6,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,361 | $72,607-8.6% | $90,749-26.9% | $66,914-0.8% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -16.90% | -12.28%-4.6pp | -12.16%-4.7pp | 1.58%-18.5pp |
| Employer contribution / active EE | $629 | $2,369-73.4% | $2,921-78.5% | $2,544-75.3% |
| Participant deferral / active EE | $2,326 | $3,977-41.5% | $4,564-49.0% | $4,237-45.1% |
| Admin fee / account holder | $339 | $707-52.1% | $8,445-96.0% | $593-42.9% |