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) | $21,833 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $15,960 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,993 | $53,165-34.2% | $86,188-59.4% | $74,419-53.0% |
| Participation rate | 84.0% | 64.9%+19.1pp | 69.0%+15.0pp | 70.7%+13.2pp |
| Annual return | 15.88% | 22.64%-6.8pp | 1168.45%-1152.6pp | 34.38%-18.5pp |
| Employer contribution / active EE | $510 | $1,210-57.9% | $2,380-78.6% | $2,637-80.7% |
| Participant deferral / active EE | $4,162 | $3,234+28.7% | $3,985+4.4% | $4,528-8.1% |
| Admin fee / account holder | $128 | $551-76.8% | $6,852-98.1% | $348-63.2% |