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 13 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Contract Administrator | $27,908 |
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 | $62,248 | $75,284-17.3% | $91,001-31.6% | $69,631-10.6% |
| Participation rate | 72.5% | 80.4%-7.9pp | 75.6%-3.1pp | 70.7%+1.8pp |
| Annual return | 15.66% | 48.40%-32.7pp | 4.60%+11.1pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $667 | $2,473-73.0% | $2,456-72.8% | $2,032-67.2% |
| Participant deferral / active EE | $1,874 | $3,700-49.3% | $3,547-47.2% | $3,224-41.9% |
| Admin fee / account holder | $143 | $111+29.1% | $5,417-97.4% | $110+29.2% |