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 RESEARCH2+ years Service code 55 · EIN 42-1445429 | Other Commissions | $14,193 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,445 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,700 | $46,173-40.0% | $170,442-83.7% | $69,631-60.2% |
| Participation rate | 99.5% | 63.9%+35.6pp | 83.6%+15.9pp | 70.7%+28.8pp |
| Annual return | 13.65% | 21.62%-8.0pp | 205.93%-192.3pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $2,389 | $1,610+48.4% | $5,433-56.0% | $2,032+17.6% |
| Participant deferral / active EE | $2,511 | $2,080+20.7% | $4,939-49.2% | $3,224-22.1% |
| Admin fee / account holder | $11 | $116-90.2% | $13,880-99.9% | $110-89.7% |