See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $25,870 |
Filed as: CIRA (CAMBRIDGE INVESTMENT RESEARCH Service code 99 · EIN 42-1445429 | Other Fees | $17,849 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,964 | $54,229-11.6% | $70,092-31.6% | $68,494-30.0% |
| Participation rate | 83.5% | 64.5%+19.0pp | 70.5%+13.1pp | 67.9%+15.6pp |
| Annual return | -17.20% | -13.87%-3.3pp | 190.73%-207.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,067 | $2,018+2.4% | $2,559-19.2% | $2,596-20.4% |
| Participant deferral / active EE | $3,570 | $2,956+20.8% | $3,849-7.2% | $4,027-11.4% |
| Admin fee / account holder | $227 | $4,694-95.2% | $6,267-96.4% | $5,403-95.8% |