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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $60,730 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADV Service code 16 · EIN 42-1445429 | Consulting | $22,519 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,443 | $62,928+42.1% | $172,739-48.2% | $67,579+32.4% |
| Participation rate | 67.6% | 64.5%+3.1pp | 82.6%-15.1pp | 71.3%-3.7pp |
| Annual return | 135.80% | 30.36%+105.4pp | 802.84%-667.0pp | 378.56%-242.8pp |
| Employer contribution / active EE | $2,190 | $1,636+33.8% | $5,143-57.4% | $2,148+1.9% |
| Participant deferral / active EE | $2,470 | $2,145+15.1% | $5,198-52.5% | $3,539-30.2% |
| Admin fee / account holder | $368 | $167+121.1% | $13,954-97.4% | $142+158.9% |