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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC Service code 27 · EIN 42-1445429 | Advisory (Plan) | $65,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $60,283 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,494 | $71,666-30.9% | $117,854-58.0% | $69,631-28.9% |
| Participation rate | 69.0% | 77.5%-8.6pp | 79.7%-10.7pp | 70.7%-1.7pp |
| Annual return | 15.11% | 18.86%-3.7pp | 335.08%-320.0pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $849 | $1,889-55.0% | $3,786-77.6% | $2,032-58.2% |
| Participant deferral / active EE | $3,544 | $3,340+6.1% | $4,482-20.9% | $3,224+9.9% |
| Admin fee / account holder | $234 | $120+94.6% | $8,020-97.1% | $110+112.0% |