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 5-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 GROUP Service code 27 · EIN 39-1897480 | Advisory (Plan) | $2,252 |
THE RYDING COMPANY1+ years Service code 15 · EIN 95-3497679 | Recordkeeping | $450 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 36-6071399 | Recordkeeping | $174 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,616 | $58,879-92.2% | $178,490-97.4% | $73,488-93.7% |
| Participation rate | 83.5% | 66.2%+17.3pp | 81.9%+1.6pp | 70.7%+12.8pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.07%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $344 | $2,236-84.6% | $5,011-93.1% | $2,270-84.9% |
| Participant deferral / active EE | $1,625 | $2,567-36.7% | $5,202-68.8% | $3,740-56.6% |
| Admin fee / account holder | $14 | $400-96.4% | $13,984-99.9% | $513-97.2% |