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 RESEARCH8+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $15,509 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,405 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,639 | $150,818-76.4% | $75,972-53.1% | - |
| Participation rate | 82.8% | 67.3%+15.5pp | 69.1%+13.8pp | - |
| Annual return | 12.56% | 14.05%-1.5pp | 359.55%-347.0pp | - |
| Employer contribution / active EE | $847 | $2,537-66.6% | $2,685-68.5% | - |
| Participant deferral / active EE | $3,290 | $4,233-22.3% | $4,255-22.7% | - |
| Admin fee / account holder | $121 | $25,214-99.5% | $6,467-98.1% | - |