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 |
|---|---|---|
Service code 55 · EIN 91-1802259 | Other Commissions | $30,788 |
CAMBRIDGE INVESTMENT RESEARCH6+ years Service code 55 · EIN 42-1445429 | Other Commissions | $26,610 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,788 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,756 | $56,485-33.2% | $185,823-79.7% | $86,799-56.5% |
| Participation rate | 93.1% | 65.5%+27.6pp | 81.7%+11.4pp | 72.3%+20.8pp |
| Annual return | 23.34% | 118.04%-94.7pp | 122.05%-98.7pp | 97.91%-74.6pp |
| Employer contribution / active EE | $2,468 | $1,843+33.9% | $5,167-52.2% | $2,405+2.6% |
| Participant deferral / active EE | $3,063 | $2,553+20.0% | $5,568-45.0% | $4,131-25.9% |
| Admin fee / account holder | $8 | $150-94.5% | $16,237-99.9% | $170-95.1% |