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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH10+ years Service code 28 · EIN 42-1445429 | Investment Management | $63,457 |
NATIONWIDE1 year Service code 26 · EIN 31-4177100 | Advisory (Participants) | $54,064 |
BRINKER CAPITAL4 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130 | Advisory (Participants) | $13,499 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,733 | $101,317+49.8% | $146,958+3.2% | $74,495+103.7% |
| Participation rate | 92.6% | 75.5%+17.1pp | 82.2%+10.5pp | 67.2%+25.4pp |
| Annual return | 15.39% | 8730.91%-8715.5pp | 418.34%-402.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $5,199 | $3,810+36.4% | $4,933+5.4% | $2,623+98.2% |
| Participant deferral / active EE | $12,235 | $7,303+67.5% | $8,070+51.6% | $4,346+181.5% |
| Admin fee / account holder | $72 | $1,739-95.8% | $12,998-99.4% | $1,942-96.3% |