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 ADVISOR Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $13,961 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,577 |
Filed as: BLUE & CO LLC Service code 10 2712 SOLUTION CENTER · CHICAGO, IL 60677 | Accounting | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,484 | $101,317-65.0% | $146,958-75.9% | $74,495-52.4% |
| Participation rate | 63.8% | 75.5%-11.7pp | 82.2%-18.3pp | 67.2%-3.4pp |
| Annual return | 14.12% | 8730.91%-8716.8pp | 418.34%-404.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,827 | $3,810-52.1% | $4,933-63.0% | $2,623-30.4% |
| Participant deferral / active EE | $3,141 | $7,303-57.0% | $8,070-61.1% | $4,346-27.7% |
| Admin fee / account holder | $201 | $1,739-88.4% | $12,998-98.5% | $1,942-89.6% |