See peer percentile detail. $4.99 for your first month.
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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 RESEARCH4+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $5,097 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,416 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,706 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $1,132 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,134 | $47,977-49.7% | $154,107-84.3% | $56,287-57.1% |
| Participation rate | 24.9% | 66.2%-41.3pp | 83.0%-58.2pp | 69.9%-45.0pp |
| Annual return | -6.44% | 3.54%-10.0pp | 735.12%-741.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $254 | $2,169-88.3% | $5,298-95.2% | $2,111-88.0% |
| Participant deferral / active EE | $541 | $2,392-77.4% | $5,081-89.3% | $3,350-83.8% |
| Admin fee / account holder | $227 | $438-48.3% | $13,411-98.3% | $521-56.5% |