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 37 · EIN 04-2647786 | Loan Processing | $64,176 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Service code 27 38 FOUNTAIN SQUARE · CINCINNATI, OH 45263 | Advisory (Plan) | $35,672 |
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 | $110,384 | $63,905+72.7% | $74,183+48.8% | $57,658+91.4% |
| Participation rate | 94.7% | 79.8%+14.9pp | 76.6%+18.1pp | 70.2%+24.4pp |
| Annual return | 11.90% | 60.60%-48.7pp | 17.74%-5.8pp | 5.13%+6.8pp |
| Employer contribution / active EE | $3,173 | $1,840+72.4% | $2,370+33.9% | $1,974+60.8% |
| Participant deferral / active EE | $5,998 | $3,448+73.9% | $3,550+69.0% | $3,061+96.0% |
| Admin fee / account holder | $397 | $91+335.9% | $5,586-92.9% | $95+320.0% |