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 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $181,988 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $70,171 |
HORNE LLP5 years Filed as: HORNE, LLP Service code 10 · EIN 20-1941244 | Accounting | $25,340 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,362 | $160,882-55.0% | $200,582-63.9% | $102,872-29.7% |
| Participation rate | 96.2% | 91.2%+5.0pp | 86.9%+9.3pp | 73.0%+23.2pp |
| Annual return | 22.96% | 18.15%+4.8pp | 42.33%-19.4pp | 19.06%+3.9pp |
| Employer contribution / active EE | $3,477 | $5,602-37.9% | $6,419-45.8% | $3,526-1.4% |
| Participant deferral / active EE | $6,587 | $9,300-29.2% | $9,331-29.4% | $5,535+19.0% |
| Admin fee / account holder | $145 | $125+16.4% | $16,305-99.1% | $292-50.3% |