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 RESEARCH7+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $13,947 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,197 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,512 | $51,175-36.5% | $70,515-53.9% | $75,163-56.7% |
| Participation rate | 80.4% | 60.9%+19.5pp | 68.3%+12.1pp | 67.2%+13.2pp |
| Annual return | 15.08% | 30.02%-14.9pp | 32.77%-17.7pp | 160.62%-145.5pp |
| Employer contribution / active EE | $766 | $1,826-58.1% | $2,973-74.2% | $2,670-71.3% |
| Participant deferral / active EE | $3,015 | $2,849+5.8% | $4,567-34.0% | $4,125-26.9% |
| Admin fee / account holder | $106 | $4,091-97.4% | $6,412-98.4% | $5,651-98.1% |