See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 99 · EIN 42-1445429 | Other Fees | $17,454 |
WELLS THOMAS, LLC2 years Service code 49 · EIN 26-0228640 | Other Services | $9,201 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,852 | $49,451-23.5% | $79,550-52.4% | $66,914-43.4% |
| Participation rate | 83.8% | 61.3%+22.5pp | 69.5%+14.3pp | 69.8%+14.0pp |
| Annual return | -14.11% | 84.25%-98.4pp | 0.16%-14.3pp | 1.58%-15.7pp |
| Employer contribution / active EE | $360 | $1,266-71.6% | $2,413-85.1% | $2,544-85.9% |
| Participant deferral / active EE | $4,538 | $3,159+43.7% | $3,985+13.9% | $4,237+7.1% |
| Admin fee / account holder | $86 | $595-85.5% | $6,832-98.7% | $593-85.4% |