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 RESEARCH4+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $14,406 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,295 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,326 | $55,636-52.7% | $81,983-67.9% | $73,488-64.2% |
| Participation rate | 86.5% | 62.3%+24.2pp | 69.2%+17.2pp | 70.7%+15.8pp |
| Annual return | 13.26% | 19.07%-5.8pp | 41.31%-28.0pp | 28.51%-15.3pp |
| Employer contribution / active EE | $732 | $1,625-54.9% | $2,498-70.7% | $2,270-67.7% |
| Participant deferral / active EE | $2,738 | $2,762-0.9% | $3,722-26.4% | $3,740-26.8% |
| Admin fee / account holder | $86 | $493-82.5% | $5,664-98.5% | $513-83.2% |