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 RESEARCH3+ years Service code 27 38 FOUNTAIN SQUARE · CINCINNATI, OH 45263 | Advisory (Plan) | $32,820 |
GOLDLEAF PARTNERS1 year Service code 14 14221 GOLF COURSE ROAD · BAXTER, MN 56425 | Plan Administrator | $25,514 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,241 |
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 | $129,288 | $69,305+86.5% | $82,313+57.1% | $69,631+85.7% |
| Participation rate | 92.1% | 80.3%+11.9pp | 76.9%+15.2pp | 70.7%+21.4pp |
| Annual return | 15.56% | 21.47%-5.9pp | 25.88%-10.3pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $3,236 | $1,887+71.5% | $2,428+33.2% | $2,032+59.2% |
| Participant deferral / active EE | $5,733 | $3,568+60.7% | $3,706+54.7% | $3,224+77.8% |
| Admin fee / account holder | $468 | $97+381.8% | $5,608-91.7% | $110+324.0% |