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 RESEARCH4+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $55,515 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $162,489 | $55,449+193.0% | $83,848+93.8% | $56,287+188.7% |
| Participation rate | 69.9% | 68.0%+1.9pp | 76.1%-6.2pp | 69.9%+0.1pp |
| Annual return | -4.13% | -1.38%-2.7pp | 850.88%-855.0pp | -9.96%+5.8pp |
| Employer contribution / active EE | $7,763 | $2,430+219.4% | $3,631+113.8% | $2,111+267.7% |
| Participant deferral / active EE | $7,829 | $2,935+166.7% | $4,082+91.8% | $3,350+133.7% |
| Admin fee / account holder | $106 | $656-83.8% | $5,478-98.1% | $521-79.6% |