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 8-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 RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $13,756 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,813 |
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 | $30,213 | $47,922-37.0% | $75,886-60.2% | $65,185-53.7% |
| Participation rate | 92.0% | 63.0%+29.0pp | 69.3%+22.7pp | 70.2%+21.8pp |
| Annual return | 21.12% | 24.12%-3.0pp | 30.76%-9.6pp | 29.38%-8.3pp |
| Employer contribution / active EE | $811 | $1,557-47.9% | $2,500-67.6% | $2,177-62.8% |
| Participant deferral / active EE | $3,416 | $2,550+34.0% | $3,603-5.2% | $3,514-2.8% |
| Admin fee / account holder | $105 | $532-80.3% | $5,418-98.1% | $847-87.7% |