See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 99 · EIN 42-1445429 | Other Fees | $13,517 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,831 | $50,815+11.8% | $155,509-63.5% | $77,643-26.8% |
| Participation rate | 35.2% | 63.1%-27.9pp | 78.2%-43.0pp | 70.6%-35.4pp |
| Annual return | 16.55% | 34.80%-18.3pp | 64.67%-48.1pp | 31.24%-14.7pp |
| Employer contribution / active EE | $701 | $1,993-64.8% | $4,672-85.0% | $2,726-74.3% |
| Participant deferral / active EE | $1,894 | $2,822-32.9% | $5,626-66.3% | $4,647-59.3% |
| Admin fee / account holder | $15 | $437-96.6% | $15,912-99.9% | $430-96.6% |