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) | $16,478 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,474 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,367 | $87,870-47.2% | $113,168-59.0% | $74,304-37.6% |
| Participation rate | 78.0% | 70.7%+7.3pp | 76.6%+1.4pp | 60.3%+17.7pp |
| Annual return | 11.40% | 26.44%-15.0pp | 24.27%-12.9pp | 29.43%-18.0pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,683 | $4,241-36.7% | $5,107-47.5% | $3,767-28.8% |
| Admin fee / account holder | $136 | $3,368-96.0% | $12,068-98.9% | $2,969-95.4% |