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) | $14,655 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,764 | $78,422-40.4% | $95,952-51.3% | $79,858-41.4% |
| Participation rate | 91.7% | 73.5%+18.2pp | 77.1%+14.6pp | 69.6%+22.0pp |
| Annual return | 8.75% | 19.37%-10.6pp | 91.61%-82.9pp | 31.71%-23.0pp |
| Employer contribution / active EE | $1,595 | $1,945-18.0% | $2,541-37.2% | $2,471-35.4% |
| Participant deferral / active EE | $4,281 | $3,440+24.5% | $4,167+2.7% | $3,740+14.5% |
| Admin fee / account holder | $281 | $5,622-95.0% | $6,795-95.9% | $5,306-94.7% |