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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH2+ years Service code 26 · EIN 42-1445429 | Advisory (Participants) | $35,222 |
Service code 10 · EIN 32-0169227 | Accounting | $10,423 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,934 | $56,629-56.0% | $77,999-68.0% | $55,167-54.8% |
| Participation rate | 70.1% | 73.3%-3.2pp | 75.5%-5.4pp | 69.0%+1.1pp |
| Annual return | 5.55% | 2866.98%-2861.4pp | 425.96%-420.4pp | 169.23%-163.7pp |
| Employer contribution / active EE | $544 | $1,723-68.4% | $2,470-78.0% | $1,963-72.3% |
| Participant deferral / active EE | $2,060 | $2,777-25.8% | $3,497-41.1% | $3,054-32.5% |
| Admin fee / account holder | $363 | $467-22.2% | $5,480-93.4% | $504-28.0% |