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 | $60,406 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $27,256 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $108,497 | $55,636+95.0% | $81,983+32.3% | $73,488+47.6% |
| Participation rate | 93.2% | 62.3%+30.9pp | 69.2%+23.9pp | 70.7%+22.5pp |
| Annual return | 12.95% | 19.07%-6.1pp | 41.31%-28.4pp | 28.51%-15.6pp |
| Employer contribution / active EE | $3,204 | $1,625+97.3% | $2,498+28.3% | $2,270+41.2% |
| Participant deferral / active EE | $4,262 | $2,762+54.3% | $3,722+14.5% | $3,740+14.0% |
| Admin fee / account holder | $371 | $493-24.8% | $5,664-93.5% | $513-27.8% |