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 | $46,503 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $8,678 |
WALLACE WELCH & WILLINGH1 year Service code 10 · EIN 59-1203168 | Accounting | $7,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,215 | $130,194-14.6% | $169,993-34.6% | $71,457+55.6% |
| Participation rate | 97.9% | 86.1%+11.8pp | 87.0%+10.9pp | 67.9%+30.0pp |
| Annual return | 21.62% | 20.37%+1.3pp | 53.37%-31.8pp | 28.85%-7.2pp |
| Employer contribution / active EE | $2,040 | $4,381-53.4% | $6,785-69.9% | $2,588-21.2% |
| Participant deferral / active EE | $7,574 | $6,923+9.4% | $10,408-27.2% | $4,289+76.6% |
| Admin fee / account holder | $337 | $966-65.1% | $12,815-97.4% | $1,587-78.8% |