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 INVEST. RESEARCH ADVISORS Service code 15 · EIN 20-1665305 | Recordkeeping | $19,493 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,810 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,602 | $101,317-39.2% | $146,958-58.1% | $74,495-17.3% |
| Participation rate | 80.2% | 75.5%+4.7pp | 82.2%-1.9pp | 67.2%+13.0pp |
| Annual return | 27.24% | 8730.91%-8703.7pp | 418.34%-391.1pp | 1364.94%-1337.7pp |
| Employer contribution / active EE | $2,290 | $3,810-39.9% | $4,933-53.6% | $2,623-12.7% |
| Participant deferral / active EE | $7,750 | $7,303+6.1% | $8,070-4.0% | $4,346+78.3% |
| Admin fee / account holder | $125 | $1,739-92.8% | $12,998-99.0% | $1,942-93.5% |