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 INVEST. RESEARCH ADVISORS Service code 15 · EIN 20-1665305 | Recordkeeping | $10,730 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,898 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 15 · EIN 42-1445429 | Recordkeeping | $5,950 |
ADP BROKER-DEALER6 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 | $27,657 | $96,484-71.3% | $156,263-82.3% | $74,304-62.8% |
| Participation rate | 90.2% | 67.7%+22.6pp | 78.9%+11.3pp | 60.3%+29.9pp |
| Annual return | 15.39% | 17.73%-2.3pp | 59.47%-44.1pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,993 | $2,528-21.2% | $4,333-54.0% | $2,241-11.1% |
| Participant deferral / active EE | $2,928 | $4,286-31.7% | $6,158-52.5% | $3,767-22.3% |
| Admin fee / account holder | $205 | $3,728-94.5% | $14,255-98.6% | $2,969-93.1% |