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 5-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 RESEARCH5+ years Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $21,945 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 PO BOX 593 · HOLLIDAYSBURG, PA 16648 | Contract Administrator | $10,245 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,356 | $82,917-61.0% | $103,333-68.7% | $77,643-58.3% |
| Participation rate | 87.5% | 71.6%+15.9pp | 74.5%+13.0pp | 70.6%+16.9pp |
| Annual return | 13.36% | 19.13%-5.8pp | 24.88%-11.5pp | 31.24%-17.9pp |
| Employer contribution / active EE | $884 | $3,552-75.1% | $3,868-77.1% | $2,726-67.6% |
| Participant deferral / active EE | $2,589 | $4,108-37.0% | $5,057-48.8% | $4,647-44.3% |
| Admin fee / account holder | $78 | $638-87.8% | $8,355-99.1% | $430-82.0% |