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 9-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 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $48,145 |
Filed as: SPECTRUM FINANCIAL GROUP INC Service code 37 300 PRAIRIE CENTER DRIVE SUITE 210 · EDEN PRAIRIE, MN 55344 | Loan Processing | $18,910 |
AMERICAN FUNDS5+ years Filed as: MID ATLANTIC CAPITAL GROUP Service code 19 1251 WATERFRONT PLACE SUITE 525 · PITTSBURGH, PA 15222 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,113 | $90,288-76.6% | $93,406-77.4% | $90,288-76.6% |
| Participation rate | 40.6% | 73.4%-32.7pp | 66.8%-26.2pp | 73.4%-32.7pp |
| Annual return | 65.87% | 53.97%+11.9pp | 78.05%-12.2pp | 53.97%+11.9pp |
| Employer contribution / active EE | $24 | $2,524-99.0% | $2,075-98.8% | $2,524-99.0% |
| Participant deferral / active EE | $3,838 | $4,232-9.3% | $3,126+22.8% | $4,232-9.3% |
| Admin fee / account holder | $33 | $114-71.5% | $5,230-99.4% | $114-71.5% |