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 RESEARCH3+ years Service code 55 · EIN 42-1445429 | Other Commissions | $36,809 |
SOUKUP BUSH1 year Filed as: SOUKUP, BUSH & ASSOCIATES Service code 10 · EIN 84-1128248 | Accounting | $13,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,661 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,805 | $44,989-67.1% | $170,442-91.3% | $77,958-81.0% |
| Participation rate | 90.1% | 64.6%+25.5pp | 83.6%+6.5pp | 71.6%+18.5pp |
| Annual return | 18.72% | 19.61%-0.9pp | 205.93%-187.2pp | 20.87%-2.2pp |
| Employer contribution / active EE | $329 | $1,466-77.5% | $5,433-93.9% | $2,310-85.7% |
| Participant deferral / active EE | $1,918 | $2,208-13.1% | $4,939-61.2% | $3,537-45.8% |
| Admin fee / account holder | $21 | $69-69.7% | $13,880-99.8% | $97-78.5% |