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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 99 · EIN 42-1445429 | Other Fees | $0 |
Service code 99 · EIN 47-1411118 | Other Fees | $0 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: RIMKUS, MARCIANO, & ASSOCIATES INC Service code 49 · EIN 71-0294708 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,912 | $69,010-74.0% | $159,960-88.8% | $68,494-73.8% |
| Participation rate | 60.8% | 65.4%-4.6pp | 78.0%-17.2pp | 67.9%-7.1pp |
| Annual return | -16.24% | -9.65%-6.6pp | 408.60%-424.8pp | -7.84%-8.4pp |
| Employer contribution / active EE | $373 | $2,213-83.2% | $4,226-91.2% | $2,596-85.7% |
| Participant deferral / active EE | $2,038 | $4,212-51.6% | $6,182-67.0% | $4,027-49.4% |
| Admin fee / account holder | $142 | $4,798-97.0% | $8,698-98.4% | $5,403-97.4% |