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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $14,865 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,179 |
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 | $41,616 | $79,171-47.4% | $102,423-59.4% | $74,495-44.1% |
| Participation rate | 75.9% | 74.8%+1.1pp | 76.5%-0.6pp | 67.2%+8.7pp |
| Annual return | 11.21% | 54.93%-43.7pp | 29.32%-18.1pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,837 | $4,415-35.7% | $5,053-43.9% | $4,346-34.7% |
| Admin fee / account holder | $145 | $2,001-92.7% | $9,451-98.5% | $1,942-92.5% |