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 | $38,834 |
BONADIO & CO., LLP2 years Filed as: BONADIO AND CO. Service code 99 · EIN 11-1000111 | Other Fees | $8,300 |
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.
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 | $57,663 | $61,156-5.7% | $185,823-69.0% | $79,386-27.4% |
| Participation rate | 84.6% | 66.6%+18.0pp | 81.7%+2.9pp | 70.7%+13.9pp |
| Annual return | 27.47% | 19.45%+8.0pp | 122.05%-94.6pp | 116.85%-89.4pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,816 | $2,789+1.0% | $5,568-49.4% | $4,046-30.4% |
| Admin fee / account holder | $80 | $710-88.7% | $16,237-99.5% | $626-87.2% |