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 ADVIS Service code 27 · EIN 20-1665305 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Advisory (Plan) | $28,779 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,641 |
Filed as: SECURITY ADMINISTRATORS INC. Service code 13 · EIN 16-1209645 100 COURT STREET · BINGHAMTON, NY 139013500 | Contract Administrator | $5,718 |
SECURITY NATIONAL BANK3 years Filed as: SECURITY ADMINSTRATORS INC. Service code 13 | Contract Administrator | $3,144 |
Filed as: WILLSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $33,589 | $47,126-28.7% | $149,673-77.6% | $74,419-54.9% |
| Participation rate | 60.2% | 63.4%-3.2pp | 78.8%-18.6pp | 70.7%-10.6pp |
| Annual return | 14.30% | 22.75%-8.5pp | 134.42%-120.1pp | 34.38%-20.1pp |
| Employer contribution / active EE | $731 | $1,905-61.6% | $4,818-84.8% | $2,637-72.3% |
| Participant deferral / active EE | $3,715 | $2,728+36.2% | $5,680-34.6% | $4,528-18.0% |
| Admin fee / account holder | $213 | $343-38.0% | $13,210-98.4% | $348-38.9% |