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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,249 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $5,220 |
Service code 12 · EIN 13-3689044 | Account maintenance fees; Recordkeepi... | $1,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,625 | $53,925-15.4% | $75,670-39.7% | $69,631-34.5% |
| Participation rate | 45.2% | 71.2%-26.0pp | 72.3%-27.1pp | 70.7%-25.4pp |
| Annual return | 15.79% | 17.84%-2.1pp | 27.34%-11.6pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $654 | $1,802-63.7% | $2,352-72.2% | $2,032-67.8% |
| Participant deferral / active EE | $1,934 | $2,569-24.7% | $3,142-38.5% | $3,224-40.0% |
| Admin fee / account holder | $51 | $97-47.3% | $5,800-99.1% | $110-53.6% |