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 37 · EIN 35-0145825 | Loan Processing | $21,630 |
Filed as: CAMBRIDGE INVEST RESEARCH ADVISOR Service code 16 · EIN 20-6965305 | Consulting | $12,734 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,292 | $61,052-2.9% | $142,863-58.5% | $79,386-25.3% |
| Participation rate | 0.0% | 60.1%-60.1pp | 71.9%-71.9pp | 70.7%-70.7pp |
| Annual return | 24.02% | 16.02%+8.0pp | 5637.54%-5613.5pp | 116.85%-92.8pp |
| Employer contribution / active EE | $106 | $1,481-92.8% | $4,144-97.4% | $2,427-95.6% |
| Participant deferral / active EE | $1,850 | $2,879-35.7% | $3,837-51.8% | $4,046-54.3% |
| Admin fee / account holder | $122 | $659-81.5% | $6,560-98.1% | $626-80.5% |