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 6-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 ADVIS Service code 27 · EIN 20-1665305 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $26,567 |
Filed as: EMPOWER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $17,384 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $5,742 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,562 | $49,915-26.8% | $154,803-76.4% | $74,304-50.8% |
| Participation rate | 82.6% | 54.0%+28.7pp | 78.1%+4.5pp | 60.3%+22.3pp |
| Annual return | 20.96% | 34.06%-13.1pp | 58.88%-37.9pp | 29.43%-8.5pp |
| Employer contribution / active EE | $1,824 | $1,611+13.2% | $4,305-57.6% | $2,241-18.6% |
| Participant deferral / active EE | $4,335 | $2,255+92.3% | $5,540-21.8% | $3,767+15.1% |
| Admin fee / account holder | $301 | $2,189-86.2% | $14,329-97.9% | $2,969-89.8% |