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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $35,000 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $26,118 |
CSM&D4 years Service code 10 1777 BOTELHO DR · WALNUT CREEK, CA 94596 | Accounting | $7,500 |
Service code 10 1777 BOTELHO DR · WALNUT CREEK, CA 94596 | Accounting | $7,500 |
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 | $149,712 | $88,087+70.0% | $164,866-9.2% | $74,546+100.8% |
| Participation rate | 76.2% | 73.1%+3.1pp | 78.6%-2.4pp | 67.2%+9.0pp |
| Annual return | 15.17% | 17.27%-2.1pp | 69.97%-54.8pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $2,715 | $2,595+4.6% | $4,343-37.5% | $2,624+3.5% |
| Participant deferral / active EE | $9,602 | $4,499+113.4% | $6,033+59.2% | $4,347+120.9% |
| Admin fee / account holder | $287 | $2,232-87.1% | $12,689-97.7% | $1,944-85.2% |