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 13 · EIN 06-1050034 | Contract Administrator | $73,327 |
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $25,000 |
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 | $168,681 | $73,102+130.7% | $123,544+36.5% | $56,287+199.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -6.48% | 3.01%-9.5pp | 119.20%-125.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $6,932 | $2,977+132.9% | $4,628+49.8% | $2,111+228.4% |
| Participant deferral / active EE | $10,646 | $5,423+96.3% | $6,426+65.7% | $3,350+217.8% |
| Admin fee / account holder | $318 | $554-42.6% | $9,284-96.6% | $521-39.0% |