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, INC. Service code 15 · EIN 42-1445429 | Recordkeeping | $13,815 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,297 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,187 | $88,087-75.9% | $164,866-87.1% | $74,546-71.6% |
| Participation rate | 94.4% | 73.1%+21.4pp | 78.6%+15.8pp | 67.2%+27.2pp |
| Annual return | 12.61% | 17.27%-4.7pp | 69.97%-57.4pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $2,494 | $2,595-3.9% | $4,343-42.6% | $2,624-5.0% |
| Participant deferral / active EE | $3,537 | $4,499-21.4% | $6,033-41.4% | $4,347-18.6% |
| Admin fee / account holder | $154 | $2,232-93.1% | $12,689-98.8% | $1,944-92.1% |