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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $42,537 |
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $33,284 |
SUTTON FROST CARY LLP1 year Service code 10 · EIN 75-2593210 | Accounting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,907 | $88,890-43.9% | $102,423-51.3% | $77,643-35.7% |
| Participation rate | 45.7% | 80.9%-35.2pp | 76.5%-30.8pp | 70.6%-24.9pp |
| Annual return | 16.07% | 24.98%-8.9pp | 29.32%-13.3pp | 31.24%-15.2pp |
| Employer contribution / active EE | $897 | $2,698-66.7% | $3,023-70.3% | $2,726-67.1% |
| Participant deferral / active EE | $2,742 | $5,145-46.7% | $5,053-45.7% | $4,647-41.0% |
| Admin fee / account holder | $344 | $235+46.1% | $9,451-96.4% | $430-20.1% |