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 5-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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 99 · EIN 42-1445429 | Other Fees | $5,806 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,501 | $54,573-24.0% | $90,951-54.4% | $73,488-43.5% |
| Participation rate | 59.4% | 61.2%-1.8pp | 69.0%-9.7pp | 70.7%-11.3pp |
| Annual return | 169.32% | 16.69%+152.6pp | 134.60%+34.7pp | 28.51%+140.8pp |
| Employer contribution / active EE | $149 | $991-85.0% | $2,122-93.0% | $2,270-93.5% |
| Participant deferral / active EE | $1,625 | $2,517-35.4% | $3,373-51.8% | $3,740-56.6% |
| Admin fee / account holder | $24 | $521-95.4% | $5,959-99.6% | $513-95.3% |