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 9-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 | $15,198 |
Filed as: CAMBRIDGE INVEST RESEARCH ADVISOR Service code 16 · EIN 20-1665305 | Consulting | $10,713 |
Service code 37 · EIN 35-0145825 | Loan Processing | $5,692 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,197 | $53,901-88.5% | $134,143-95.4% | $73,488-91.6% |
| Participation rate | 83.5% | 62.8%+20.7pp | 72.2%+11.4pp | 70.7%+12.9pp |
| Annual return | 17.89% | 15.82%+2.1pp | 36.33%-18.4pp | 28.51%-10.6pp |
| Employer contribution / active EE | $83 | $1,458-94.3% | $3,704-97.8% | $2,270-96.3% |
| Participant deferral / active EE | $1,170 | $2,739-57.3% | $3,499-66.6% | $3,740-68.7% |
| Admin fee / account holder | $102 | $581-82.5% | $6,684-98.5% | $513-80.2% |