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 7-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: CIRA (CAMBRIDGE INVESTMENT RESEARCH Service code 99 · EIN 42-1445429 | Other Fees | $19,352 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,132 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,871 | $102,317-52.2% | $146,958-66.7% | $80,856-39.6% |
| Participation rate | 98.9% | 75.8%+23.0pp | 82.2%+16.7pp | 67.6%+31.2pp |
| Annual return | 17.61% | 134.76%-117.2pp | 418.34%-400.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $7,599 | $3,713+104.7% | $4,933+54.0% | $2,755+175.8% |
| Participant deferral / active EE | $15,441 | $6,644+132.4% | $8,070+91.3% | $4,296+259.4% |
| Admin fee / account holder | $14 | $7,941-99.8% | $12,998-99.9% | $6,918-99.8% |