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 RESEARCH6+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $15,947 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 WAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,028 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,166 | $62,581+4.1% | $124,672-47.7% | $86,799-24.9% |
| Participation rate | 36.1% | 56.9%-20.7pp | 74.6%-38.5pp | 72.3%-36.2pp |
| Annual return | 14.16% | 26.67%-12.5pp | 5142.93%-5128.8pp | 97.91%-83.7pp |
| Employer contribution / active EE | $892 | $1,604-44.4% | $3,324-73.2% | $2,405-62.9% |
| Participant deferral / active EE | $1,763 | $2,725-35.3% | $4,614-61.8% | $4,131-57.3% |
| Admin fee / account holder | $158 | $170-6.6% | $7,493-97.9% | $170-6.6% |