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 RESEARCH2+ years Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $21,084 |
SUNBURST FINANCIAL1+ years Filed as: SUNBURST FINANCIAL GROUP Service code 27 600 VESTAVIA PKWY STE 100 · VESTAVIA HILLS, AL 35216 | Advisory (Plan) | $8,004 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MGMT CO Service code 64 · EIN 26-0058143 333 SOUTH HOPE ST · LOS ANGELES, CA 90071 | Recordkeeping Fees | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,169 | $46,732+15.9% | $156,549-65.4% | $55,167-1.8% |
| Participation rate | 61.3% | 65.8%-4.5pp | 84.0%-22.7pp | 69.0%-7.7pp |
| Annual return | 7.92% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,871 | $2,105-11.1% | $5,501-66.0% | $1,963-4.7% |
| Participant deferral / active EE | $3,238 | $2,204+46.9% | $4,871-33.5% | $3,054+6.0% |
| Admin fee / account holder | $306 | $418-26.8% | $13,027-97.6% | $504-39.2% |