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 RESEARCH5+ years Service code 55 · EIN 42-1445429 | Other Commissions | $45,427 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,069 |
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 | $33,472 | $52,293-36.0% | $178,490-81.2% | $73,409-54.4% |
| Participation rate | 93.3% | 65.3%+28.0pp | 81.9%+11.4pp | 72.2%+21.1pp |
| Annual return | 10.47% | 34.75%-24.3pp | 151.07%-140.6pp | 59.29%-48.8pp |
| Employer contribution / active EE | $2,402 | $1,735+38.4% | $5,011-52.1% | $2,234+7.5% |
| Participant deferral / active EE | $2,772 | $2,332+18.9% | $5,202-46.7% | $3,805-27.2% |
| Admin fee / account holder | $8 | $127-93.7% | $13,984-99.9% | $158-94.9% |