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 INVESTMENTRESEARCH INC Service code 55 | Other Commissions | $12,138 |
SAN DIEGO PENSION CONSULTANTS1+ years Filed as: SAN DIEGO PENSION CONSULTANTS, INC. Service code 13 | Contract Administrator | $2,816 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,775 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,270 |
ASCENSUS LLC1+ years Filed as: MEANS & ASSOCIATES, LLC Service code 13 3131 CAMINO DEL RIO NORTH · SAN DIEGO, CA 92108 | Contract Administrator | $715 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $109 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
SAN DIEGO PENSION CONSULTANTS1+ years Filed as: SAN DIEGO PENSIONCONSULTANTS, INC. Service code 13 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,892 | $68,413-76.8% | $123,104-87.1% | $55,191-71.2% |
| Participation rate | 46.4% | 84.5%-38.1pp | 86.8%-40.3pp | 69.2%-22.7pp |
| Annual return | 21.75% | 6.30%+15.4pp | 13.22%+8.5pp | 10.78%+11.0pp |
| Employer contribution / active EE | $1,089 | $3,050-64.3% | $5,151-78.9% | $1,899-42.7% |
| Participant deferral / active EE | $2,621 | $4,490-41.6% | $6,230-57.9% | $3,046-14.0% |
| Admin fee / account holder | $8 | $88-90.4% | $9,015-99.9% | $91-90.7% |