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 RESEARCH1+ years Service code 22 · EIN 52-1473914 | Insurance Broker | $43,929 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $6,738 |
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 | $90,929 | $54,320+67.4% | $67,652+34.4% | $52,331+73.8% |
| Participation rate | 84.8% | 73.6%+11.2pp | 75.7%+9.1pp | 68.1%+16.7pp |
| Annual return | 0.01% | 6.81%-6.8pp | 6625.04%-6625.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $2,853 | $1,544+84.8% | $2,266+25.9% | $1,882+51.6% |
| Participant deferral / active EE | $6,605 | $2,950+123.9% | $3,560+85.5% | $3,022+118.5% |
| Admin fee / account holder | $85 | $527-83.9% | $4,821-98.2% | $592-85.6% |