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 | $82,972-61.0% | $103,374-68.7% | $77,671-58.3% |
| Participation rate | 87.5% | 71.5%+15.9pp | 74.5%+13.0pp | 70.6%+16.9pp |
| Annual return | 13.36% | 19.14%-5.8pp | 24.89%-11.5pp | 31.21%-17.8pp |
| Employer contribution / active EE | $884 | $3,554-75.1% | $3,869-77.2% | $2,726-67.6% |
| Participant deferral / active EE | $2,589 | $4,108-37.0% | $5,058-48.8% | $4,648-44.3% |
| Admin fee / account holder | $78 | $639-87.8% | $8,394-99.1% | $430-82.0% |