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) | $32,499 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,414 |
Filed as: SECURITY ADMINISTRATORS INC. Service code 13 · EIN 16-1209645 100 COURT STREET · BINGHAMTON, NY 139013500 | Contract Administrator | $12,920 |
SECURITY NATIONAL BANK4 years Filed as: SECURITY ADMINSTRATORS INC. Service code 13 | Contract Administrator | $4,138 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,943 | $50,815-27.3% | $155,509-76.2% | $77,643-52.4% |
| Participation rate | 64.9% | 63.1%+1.8pp | 78.2%-13.3pp | 70.6%-5.7pp |
| Annual return | 14.47% | 34.80%-20.3pp | 64.67%-50.2pp | 31.24%-16.8pp |
| Employer contribution / active EE | $836 | $1,993-58.1% | $4,672-82.1% | $2,726-69.3% |
| Participant deferral / active EE | $3,865 | $2,822+36.9% | $5,626-31.3% | $4,647-16.8% |
| Admin fee / account holder | $242 | $437-44.7% | $15,912-98.5% | $430-43.9% |