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 | $38,005 |
BONADIO & CO., LLP1 year Filed as: BONADIO AND CO. Service code 99 · EIN 11-1000111 | Other Fees | $8,100 |
Filed as: CAMBRIDGE INVETMENT RESEARCH INC. Service code 99 · EIN 42-4445429 | Other Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,126 | $58,879-23.4% | $178,490-74.7% | $73,488-38.6% |
| Participation rate | 86.0% | 66.2%+19.7pp | 81.9%+4.0pp | 70.7%+15.3pp |
| Annual return | 4.33% | 24.86%-20.5pp | 151.07%-146.7pp | 28.51%-24.2pp |
| Employer contribution / active EE | $208 | $2,236-90.7% | $5,011-95.9% | $2,270-90.9% |
| Participant deferral / active EE | $3,206 | $2,567+24.9% | $5,202-38.4% | $3,740-14.3% |
| Admin fee / account holder | $71 | $400-82.4% | $13,984-99.5% | $513-86.3% |