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 RESEARCH4+ years Service code 55 · EIN 42-1445429 | Other Commissions | $42,644 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,169 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,207 | $62,928-48.8% | $172,739-81.4% | $67,579-52.3% |
| Participation rate | 88.7% | 64.5%+24.2pp | 82.6%+6.1pp | 71.3%+17.4pp |
| Annual return | 2.58% | 30.36%-27.8pp | 802.84%-800.3pp | 378.56%-376.0pp |
| Employer contribution / active EE | $2,036 | $1,636+24.4% | $5,143-60.4% | $2,148-5.2% |
| Participant deferral / active EE | $2,380 | $2,145+11.0% | $5,198-54.2% | $3,539-32.7% |
| Admin fee / account holder | $12 | $167-92.5% | $13,954-99.9% | $142-91.2% |