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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH6+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $65,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $64,177 |
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.
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 | $68,676 | $78,419-12.4% | $133,956-48.7% | $73,409-6.4% |
| Participation rate | 45.5% | 78.6%-33.1pp | 79.8%-34.4pp | 72.2%-26.7pp |
| Annual return | 17.50% | 33.35%-15.8pp | 45.09%-27.6pp | 59.29%-41.8pp |
| Employer contribution / active EE | $512 | $2,044-74.9% | $3,919-86.9% | $2,234-77.1% |
| Participant deferral / active EE | $2,417 | $3,925-38.4% | $5,048-52.1% | $3,805-36.5% |
| Admin fee / account holder | $256 | $161+58.6% | $8,927-97.1% | $158+62.0% |