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 |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN LIFE INSURANCE CO. Service code 66 | Insurance mortality and expense charg... | $0 |
Filed as: CAMBRIDGE INV RESEARCH ADVISORS Service code 16 | Consulting | $0 |
Filed as: CAMBRIDGE INV RSRCH ADVISORS Service code 16 1776 PLEASANT PLAN RD · FAIRFIELD, IA 525568757 | Consulting | $0 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $0 |
Service code 26 · EIN 58-1485803 3700 CRESTWOOD PKWY NW · DULUTH, GA 300967157 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,419 | $69,763-33.5% | $67,502-31.2% | $74,495-37.7% |
| Participation rate | 72.5% | 71.4%+1.1pp | 72.9%-0.4pp | 67.2%+5.3pp |
| Annual return | 13.99% | -40.34%+54.3pp | 3512.12%-3498.1pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,032 | $2,704-24.8% | $2,731-25.6% | $2,623-22.5% |
| Participant deferral / active EE | $3,453 | $3,636-5.0% | $4,000-13.7% | $4,346-20.5% |
| Admin fee / account holder | $235 | $896-73.8% | $3,998-94.1% | $1,942-87.9% |