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 35-0145825 ONE AMERICAN SQUARE · INDIANAPOLIS, IN 462060368 | Loan Processing | $37,512 |
Filed as: CAMBRIDGE INV RSRCH ADVSRS Service code 16 · EIN 42-1445429 711 E MAIN ST · SPARTANBURG, SC 29302 | Consulting | $9,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,810 | $94,833-52.7% | $75,696-40.8% | $86,799-48.4% |
| Participation rate | 48.4% | 79.1%-30.7pp | 74.8%-26.4pp | 72.3%-23.8pp |
| Annual return | 22.51% | 16.91%+5.6pp | 104.53%-82.0pp | 97.91%-75.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,084 | $3,632-42.6% | $3,821-45.5% | $4,131-49.6% |
| Admin fee / account holder | $59 | $109-45.5% | $3,619-98.4% | $170-65.1% |