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 GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $17,048 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $11,795 |
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 | $23,442 | $40,174-41.6% | $84,015-72.1% | $67,579-65.3% |
| Participation rate | 85.1% | 62.7%+22.4pp | 69.0%+16.1pp | 71.3%+13.8pp |
| Annual return | 23.55% | 25.82%-2.3pp | 71.31%-47.8pp | 378.56%-355.0pp |
| Employer contribution / active EE | $452 | $808-44.0% | $1,983-77.2% | $2,148-79.0% |
| Participant deferral / active EE | $3,250 | $2,301+41.2% | $3,239+0.4% | $3,539-8.2% |
| Admin fee / account holder | $113 | $128-11.9% | $6,101-98.1% | $142-20.5% |