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 9-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 | Other Fees | $23,477 |
BONADIO & CO., LLP1 year Filed as: THE BONADIO GROUP Service code 99 · EIN 16-1331146 | Other Fees | $9,400 |
Service code 99 · EIN 04-2445429 | Other Fees | $7,588 |
Filed as: CAMBRIDGE INVETMENT RESEARCH INC. Service code 99 · EIN 39-1897480 | Other Fees | $0 |
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 | $40,349 | $47,977-15.9% | $154,107-73.8% | $56,287-28.3% |
| Participation rate | 82.4% | 66.2%+16.3pp | 83.0%-0.6pp | 69.9%+12.6pp |
| Annual return | 9.37% | 3.54%+5.8pp | 735.12%-725.8pp | -9.96%+19.3pp |
| Employer contribution / active EE | $719 | $2,169-66.9% | $5,298-86.4% | $2,111-65.9% |
| Participant deferral / active EE | $3,128 | $2,392+30.8% | $5,081-38.4% | $3,350-6.6% |
| Admin fee / account holder | $23 | $438-94.9% | $13,411-99.8% | $521-95.7% |