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 Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $30,681 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,877 | $64,909+23.1% | $82,313-3.0% | $62,292+28.2% |
| Participation rate | 83.6% | 74.9%+8.8pp | 76.9%+6.7pp | 69.5%+14.1pp |
| Annual return | 17.49% | 21.18%-3.7pp | 25.88%-8.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $2,466 | $1,676+47.1% | $2,428+1.5% | $2,042+20.7% |
| Participant deferral / active EE | $5,678 | $3,103+83.0% | $3,706+53.2% | $3,169+79.2% |
| Admin fee / account holder | $258 | $440-41.3% | $5,608-95.4% | $479-46.2% |