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 15 · EIN 35-0145825 ONE AMERICAN SQUARE · INDIANAPOLIS, IN 462060368 | Recordkeeping | $40,000 |
Filed as: CAMBRIDGE INV RSRCH ADVSRS Service code 16 · EIN 42-1445429 711 E MAIN ST · SPARTANBURG, SC 29302 | Consulting | $9,691 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,931 | $79,124-53.3% | $60,874-39.3% | $64,808-43.0% |
| Participation rate | 44.8% | 77.7%-32.9pp | 73.1%-28.3pp | 71.5%-26.6pp |
| Annual return | -9.73% | -7.13%-2.6pp | 16.90%-26.6pp | 32.82%-42.5pp |
| Employer contribution / active EE | $575 | $3,050-81.1% | $2,701-78.7% | $2,506-77.1% |
| Participant deferral / active EE | $2,093 | $3,725-43.8% | $3,817-45.2% | $4,310-51.4% |
| Admin fee / account holder | $53 | $106-49.7% | $3,224-98.4% | $188-71.7% |