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 ADVISORS3 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 49 · EIN 58-1485803 3700 CRESTWOOD PKWY NW · DULUTH, GA 300967157 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,466 | $67,984-33.1% | $65,493-30.6% | $74,304-38.8% |
| Participation rate | 68.6% | 66.3%+2.3pp | 73.1%-4.5pp | 60.3%+8.2pp |
| Annual return | 12.88% | 19.87%-7.0pp | 982.45%-969.6pp | 29.43%-16.6pp |
| Employer contribution / active EE | $2,030 | $2,491-18.5% | $2,574-21.1% | $2,241-9.4% |
| Participant deferral / active EE | $3,231 | $3,346-3.4% | $3,961-18.4% | $3,767-14.2% |
| Admin fee / account holder | $257 | $1,373-81.3% | $5,028-94.9% | $2,969-91.4% |