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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 61 · EIN 42-1445429 | Finders' fees / placement fees | $82,765 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $42,629 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,447 | $72,770-4.6% | $67,652+2.7% | $55,191+25.8% |
| Participation rate | 71.9% | 78.8%-6.9pp | 75.7%-3.8pp | 69.2%+2.7pp |
| Annual return | -1.60% | -3.26%+1.7pp | 6625.04%-6626.6pp | 10.78%-12.4pp |
| Employer contribution / active EE | $1,265 | $1,769-28.5% | $2,266-44.2% | $1,899-33.4% |
| Participant deferral / active EE | $1,650 | $3,408-51.6% | $3,560-53.7% | $3,046-45.8% |
| Admin fee / account holder | $342 | $79+333.5% | $4,821-92.9% | $91+276.4% |