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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $86,228 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $28,000 |
Service code 10 · EIN 68-0369583 | Accounting | $24,813 |
ARMANINO LLP6 years Service code 10 · EIN 94-6214841 | Accounting | $22,011 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,667 | $56,638-31.7% | $169,368-77.2% | $74,419-48.0% |
| Participation rate | 98.7% | 67.5%+31.2pp | 77.1%+21.5pp | 70.7%+28.0pp |
| Annual return | 19.12% | 24.75%-5.6pp | 405.60%-386.5pp | 34.38%-15.3pp |
| Employer contribution / active EE | $1,716 | $2,027-15.3% | $4,013-57.2% | $2,637-34.9% |
| Participant deferral / active EE | $5,016 | $4,223+18.8% | $6,221-19.4% | $4,528+10.8% |
| Admin fee / account holder | $249 | $307-18.8% | $9,003-97.2% | $348-28.5% |