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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.
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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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH11+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $65,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $44,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,411 | $108,549-18.6% | $156,263-43.4% | $85,563+3.3% |
| Participation rate | 38.5% | 77.1%-38.6pp | 78.9%-40.4pp | 66.0%-27.5pp |
| Annual return | 14.92% | 21.79%-6.9pp | 59.47%-44.5pp | 31.51%-16.6pp |
| Employer contribution / active EE | $590 | $2,690-78.1% | $4,333-86.4% | $2,654-77.8% |
| Participant deferral / active EE | $2,928 | $4,800-39.0% | $6,158-52.5% | $4,375-33.1% |
| Admin fee / account holder | $195 | $650-70.1% | $14,255-98.6% | $834-76.7% |