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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,989 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $15,000 |
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 | $82,263 | $77,813+5.7% | $123,544-33.4% | $64,186+28.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.18% | 12.48%-15.7pp | 119.20%-122.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $3,602 | $3,014+19.5% | $4,628-22.2% | $2,381+51.3% |
| Participant deferral / active EE | $4,279 | $5,240-18.3% | $6,426-33.4% | $3,470+23.3% |
| Admin fee / account holder | $291 | $5,519-94.7% | $9,284-96.9% | $4,888-94.0% |