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 RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT Service code 27 · EIN 39-1897480 | Advisory (Plan) | $16,983 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,846 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,054 | $33,232-48.7% | $71,796-76.2% | $63,975-73.3% |
| Participation rate | 28.1% | 60.1%-32.0pp | 69.1%-41.0pp | 71.1%-43.0pp |
| Annual return | 7.40% | 11.99%-4.6pp | 78.04%-70.6pp | 48.65%-41.3pp |
| Employer contribution / active EE | $220 | $723-69.6% | $1,924-88.6% | $2,182-89.9% |
| Participant deferral / active EE | $584 | $1,604-63.6% | $2,794-79.1% | $3,356-82.6% |
| Admin fee / account holder | $55 | $63-13.3% | $4,815-98.9% | $70-21.9% |