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 RESEARCH5+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $63,036 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,634 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $190,384 | $63,114+201.7% | $92,893+105.0% | $65,185+192.1% |
| Participation rate | 74.2% | 68.8%+5.4pp | 76.0%-1.8pp | 70.2%+4.0pp |
| Annual return | 20.84% | 28.75%-7.9pp | 109.41%-88.6pp | 29.38%-8.5pp |
| Employer contribution / active EE | $4,844 | $2,571+88.4% | $3,653+32.6% | $2,177+122.6% |
| Participant deferral / active EE | $8,936 | $3,108+187.5% | $4,236+111.0% | $3,514+154.3% |
| Admin fee / account holder | $125 | $624-79.9% | $5,794-97.8% | $847-85.2% |