See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $37,096 |
Service code 13 6737 W. WASHINGTON STREET · MILWAUKEE, WI 53214 | Contract Administrator | $12,400 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,193 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,605 | $80,724+51.9% | $103,333+18.7% | $74,495+64.6% |
| Participation rate | 58.3% | 65.7%-7.4pp | 74.5%-16.3pp | 67.2%-8.9pp |
| Annual return | 15.03% | 27.56%-12.5pp | 24.88%-9.8pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,836 | $3,157-41.8% | $3,868-52.5% | $2,623-30.0% |
| Participant deferral / active EE | $5,074 | $3,860+31.4% | $5,057+0.3% | $4,346+16.7% |
| Admin fee / account holder | $40 | $2,368-98.3% | $8,355-99.5% | $1,942-98.0% |