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 42-0127290 | Contract Administrator | $71,057 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $43,839 |
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 | $70,542 | $89,436-21.1% | $164,813-57.2% | $77,643-9.1% |
| Participation rate | 96.9% | 78.6%+18.3pp | 78.6%+18.3pp | 70.6%+26.3pp |
| Annual return | 13.65% | 28.83%-15.2pp | 69.93%-56.3pp | 31.24%-17.6pp |
| Employer contribution / active EE | $2,261 | $2,569-12.0% | $4,341-47.9% | $2,726-17.0% |
| Participant deferral / active EE | $4,894 | $4,897-0.1% | $6,031-18.9% | $4,647+5.3% |
| Admin fee / account holder | $247 | $339-27.3% | $12,690-98.1% | $430-42.7% |