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 10-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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $16,634 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,781 |
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 | $88,084 | $52,953+66.3% | $172,739-49.0% | $65,185+35.1% |
| Participation rate | 97.7% | 66.2%+31.5pp | 82.6%+15.1pp | 70.2%+27.5pp |
| Annual return | 21.99% | 30.12%-8.1pp | 802.84%-780.9pp | 29.38%-7.4pp |
| Employer contribution / active EE | $5,445 | $2,190+148.6% | $5,143+5.9% | $2,177+150.1% |
| Participant deferral / active EE | $4,597 | $2,471+86.0% | $5,198-11.6% | $3,514+30.8% |
| Admin fee / account holder | $128 | $472-72.8% | $13,954-99.1% | $847-84.9% |