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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $59,992 |
TBS AGENCY INC3+ years Service code 49 · EIN 52-1473914 | Other Services | $29,455 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,651 |
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 | $106,340 | $44,059+141.4% | $71,671+48.4% | $69,631+52.7% |
| Participation rate | 97.5% | 60.8%+36.7pp | 68.7%+28.7pp | 70.7%+26.8pp |
| Annual return | 22.41% | 21.97%+0.4pp | 20.65%+1.8pp | 27571.02%-27548.6pp |
| Employer contribution / active EE | $2,631 | $1,305+101.7% | $2,460+7.0% | $2,032+29.5% |
| Participant deferral / active EE | $6,876 | $2,370+190.1% | $3,438+100.0% | $3,224+113.3% |
| Admin fee / account holder | $25 | $108-76.8% | $5,558-99.5% | $110-77.3% |