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 |
|---|---|---|
CAMBRIDGE WEALTH ADVISORS3+ years Filed as: CAMBRIDGE WEALTH ADVISORS, INC. Service code 28 · EIN 27-0397626 | Investment Management | $46,968 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $15,132 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,998 | $80,753-43.0% | $136,294-66.3% | $62,292-26.2% |
| Participation rate | 60.4% | 73.5%-13.1pp | 81.9%-21.5pp | 69.5%-9.1pp |
| Annual return | 18.01% | 35.83%-17.8pp | 5155.94%-5137.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,451 | $2,884-49.7% | $4,695-69.1% | $2,042-29.0% |
| Participant deferral / active EE | $3,356 | $5,164-35.0% | $6,247-46.3% | $3,169+5.9% |
| Admin fee / account holder | $526 | $525+0.2% | $9,243-94.3% | $479+9.8% |