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 ADV. Service code 27 · EIN 20-1665305 1776 PLEASANT PLAN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $17,266 |
NATIONWIDE2 years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $8,966 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $2,814 |
Filed as: CREATIVE RETIREMENT SYSTEMS INC. Service code 13 · EIN 31-1299207 25 MERCHANT STREET · CINCINNATI, OH 45246 | Contract Administrator | $540 |
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 | $58,269 | $82,664-29.5% | $125,339-53.5% | $68,494-14.9% |
| Participation rate | 90.6% | 75.0%+15.6pp | 82.4%+8.3pp | 67.9%+22.7pp |
| Annual return | -15.80% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,124 | $3,381+22.0% | $4,814-14.3% | $2,596+58.8% |
| Participant deferral / active EE | $7,555 | $6,110+23.6% | $7,446+1.5% | $4,027+87.6% |
| Admin fee / account holder | $118 | $6,275-98.1% | $10,010-98.8% | $5,403-97.8% |