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 RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 · EIN 39-1897480 | Advisory (Plan) | $6,389 |
THE RYDING COMPANY2+ years Service code 15 · EIN 95-3497679 | Recordkeeping | $5,029 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 36-6071399 | Recordkeeping | $1,671 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,318 | $61,156-88.0% | $185,823-96.1% | $79,386-90.8% |
| Participation rate | 82.6% | 66.6%+16.0pp | 81.7%+0.9pp | 70.7%+11.9pp |
| Annual return | 54.77% | 19.45%+35.3pp | 122.05%-67.3pp | 116.85%-62.1pp |
| Employer contribution / active EE | $528 | $2,321-77.3% | $5,167-89.8% | $2,427-78.3% |
| Participant deferral / active EE | $2,555 | $2,789-8.4% | $5,568-54.1% | $4,046-36.8% |
| Admin fee / account holder | $50 | $710-93.0% | $16,237-99.7% | $626-92.0% |