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 4-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 RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 15 · EIN 42-1445429 | Recordkeeping | $5,856 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,552 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,292 | $46,292-10.8% | $143,757-71.3% | $64,808-36.3% |
| Participation rate | 82.6% | 64.2%+18.4pp | 80.3%+2.3pp | 71.5%+11.1pp |
| Annual return | 118.14% | -10.05%+128.2pp | -0.04%+118.2pp | 32.82%+85.3pp |
| Employer contribution / active EE | $2,814 | $1,910+47.4% | $4,951-43.2% | $2,506+12.3% |
| Participant deferral / active EE | $4,693 | $2,646+77.4% | $5,637-16.7% | $4,310+8.9% |
| Admin fee / account holder | $162 | $154+5.6% | $14,673-98.9% | $188-13.5% |