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 RESEARCH9+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $42,534 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $21,458 |
Filed as: DUNCAN FINANCIAL GROUP LLC Service code 12 · EIN 61-1959547 311 MAIN STREET · IRWIN, PA 15642 | Claims processing; Participant loan p... | $9,030 |
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 | $131,829 | $76,050+73.3% | $96,544+36.5% | $71,457+84.5% |
| Participation rate | 95.2% | 74.4%+20.8pp | 76.0%+19.3pp | 67.9%+27.3pp |
| Annual return | 17.60% | 22.81%-5.2pp | 25.84%-8.2pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,679 | $2,244-25.2% | $2,965-43.4% | $2,588-35.1% |
| Participant deferral / active EE | $6,293 | $4,215+49.3% | $4,851+29.7% | $4,289+46.7% |
| Admin fee / account holder | $578 | $2,707-78.7% | $8,252-93.0% | $1,587-63.6% |