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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH8+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $43,083 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $23,771 |
Filed as: DUNCAN FINANCIAL GROUP LLC Service code 12 · EIN 61-1959547 311 MAIN STREET · IRWIN, PA 15642 | Account maintenance fees; Participant... | $9,550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,187 | $71,883+64.4% | $86,677+36.4% | $68,494+72.5% |
| Participation rate | 92.8% | 72.2%+20.5pp | 76.6%+16.2pp | 67.9%+24.9pp |
| Annual return | -14.87% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,998 | $2,173-8.1% | $2,836-29.6% | $2,596-23.1% |
| Participant deferral / active EE | $6,081 | $3,779+60.9% | $4,656+30.6% | $4,027+51.0% |
| Admin fee / account holder | $652 | $6,112-89.3% | $7,493-91.3% | $5,403-87.9% |