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 5-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 | $27,070 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $9,371 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,325 | $50,820-73.8% | $155,567-91.4% | $77,671-82.8% |
| Participation rate | 80.8% | 63.1%+17.6pp | 78.2%+2.6pp | 70.6%+10.2pp |
| Annual return | 17.49% | 34.85%-17.4pp | 64.74%-47.2pp | 31.21%-13.7pp |
| Employer contribution / active EE | $1,089 | $1,993-45.4% | $4,674-76.7% | $2,726-60.1% |
| Participant deferral / active EE | $1,676 | $2,823-40.6% | $5,628-70.2% | $4,648-63.9% |
| Admin fee / account holder | $160 | $436-63.3% | $15,916-99.0% | $430-62.9% |