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 37 · EIN 04-2647786 | Loan Processing | $38,656 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $16,732 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC Service code 27 · EIN 39-1897480 | Advisory (Plan) | $8,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,057 | $28,416+48.0% | $73,545-42.8% | $69,631-39.6% |
| Participation rate | 52.1% | 38.3%+13.8pp | 54.9%-2.8pp | 70.7%-18.6pp |
| Annual return | 14.13% | -694.13%+708.3pp | -15.16%+29.3pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $887 | $430+106.1% | $1,219-27.2% | $2,032-56.3% |
| Participant deferral / active EE | $1,457 | $897+62.5% | $1,806-19.3% | $3,224-54.8% |
| Admin fee / account holder | $229 | $104+119.4% | $2,320-90.1% | $110+107.3% |