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 RESEARCH10+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $34,923 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $29,836 |
Filed as: DUNCAN FINANCIAL GROUP LLC Service code 12 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Claims processing; Contract Administr... | $10,333 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,353 | $79,171+49.5% | $102,423+15.6% | $74,495+58.9% |
| Participation rate | 92.7% | 74.8%+17.9pp | 76.5%+16.2pp | 67.2%+25.5pp |
| Annual return | 10.29% | 54.93%-44.6pp | 29.32%-19.0pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $2,052 | $2,362-13.1% | $3,023-32.1% | $2,623-21.8% |
| Participant deferral / active EE | $6,399 | $4,415+44.9% | $5,053+26.6% | $4,346+47.2% |
| Admin fee / account holder | $708 | $2,001-64.6% | $9,451-92.5% | $1,942-63.5% |