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 | $48,839 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $5,691 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $94,368 | $102,553-8.0% | $151,611-37.8% | $66,914+41.0% |
| Participation rate | 99.2% | 85.5%+13.7pp | 87.5%+11.7pp | 69.8%+29.4pp |
| Annual return | -18.27% | -10.82%-7.4pp | 3.33%-21.6pp | 1.58%-19.8pp |
| Employer contribution / active EE | $2,122 | $4,180-49.2% | $6,166-65.6% | $2,544-16.6% |
| Participant deferral / active EE | $7,680 | $6,641+15.6% | $8,363-8.2% | $4,237+81.3% |
| Admin fee / account holder | $315 | $630-50.0% | $11,616-97.3% | $593-46.9% |