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 | $12,605 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $10,706 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,018 | $87,870-63.6% | $113,168-71.7% | $74,304-56.9% |
| Participation rate | 89.0% | 70.7%+18.3pp | 76.6%+12.5pp | 60.3%+28.7pp |
| Annual return | 9.68% | 26.44%-16.8pp | 24.27%-14.6pp | 29.43%-19.8pp |
| Employer contribution / active EE | $1,464 | $2,277-35.7% | $2,975-50.8% | $2,241-34.7% |
| Participant deferral / active EE | $3,299 | $4,241-22.2% | $5,107-35.4% | $3,767-12.4% |
| Admin fee / account holder | $156 | $3,368-95.4% | $12,068-98.7% | $2,969-94.7% |