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 15 · EIN 35-0145825 | Recordkeeping | $67,412 |
Filed as: CAMBRIDGE INV RSRCH ADVSRS Service code 16 · EIN 42-1445429 | Consulting | $25,653 |
COMPLIANCE VERIFICATION1 year Filed as: COMPLIANCE ADMINISTRATION Service code 16 · EIN 81-0759783 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,427 | $58,879+74.0% | $178,490-42.6% | $73,488+39.4% |
| Participation rate | 37.7% | 66.2%-28.5pp | 81.9%-44.2pp | 70.7%-33.0pp |
| Annual return | 16.73% | 24.86%-8.1pp | 151.07%-134.3pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,093 | $2,236-51.1% | $5,011-78.2% | $2,270-51.8% |
| Participant deferral / active EE | $1,764 | $2,567-31.3% | $5,202-66.1% | $3,740-52.8% |
| Admin fee / account holder | $901 | $400+125.1% | $13,984-93.6% | $513+75.6% |