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 6-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $86,967 |
Filed as: DUNCAN FINANCIAL GROUP Service code 13 · EIN 61-1959547 311 MAIN STREET · IRWIN, PA 15642 | Contract Administrator | $33,460 |
Filed as: CABRIDGE INVESTMENT RESEARCH ADVIS Service code 27 | Advisory (Plan) | $30,000 |
Filed as: DUNCAN FINANCIAL GROUP LLC Service code 13 | Contract Administrator | $11,945 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,952 | $106,028-36.9% | $146,958-54.4% | $77,643-13.8% |
| Participation rate | 83.8% | 78.4%+5.4pp | 82.2%+1.6pp | 70.6%+13.2pp |
| Annual return | 210.97% | 56.73%+154.2pp | 418.34%-207.4pp | 31.24%+179.7pp |
| Employer contribution / active EE | $2,795 | $4,063-31.2% | $4,933-43.3% | $2,726+2.5% |
| Participant deferral / active EE | $5,979 | $7,990-25.2% | $8,070-25.9% | $4,647+28.7% |
| Admin fee / account holder | $251 | $337-25.7% | $12,998-98.1% | $430-41.7% |