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 | $35,866 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $9,000 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,987 | $99,957-14.0% | $149,696-42.6% | $73,488+17.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 12.03% | 53.87%-41.8pp | 276.60%-264.6pp | 28.51%-16.5pp |
| Employer contribution / active EE | $3,730 | $3,191+16.9% | $4,644-19.7% | $2,270+64.3% |
| Participant deferral / active EE | $4,082 | $6,073-32.8% | $6,842-40.3% | $3,740+9.2% |
| Admin fee / account holder | $246 | $551-55.4% | $9,309-97.4% | $513-52.1% |