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 RESEARCH7+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $16,000 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 8515 WAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,958 |
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 | $61,212 | $52,122+17.4% | $104,294-41.3% | $64,808-5.5% |
| Participation rate | 33.1% | 56.0%-23.0pp | 73.3%-40.2pp | 71.5%-38.4pp |
| Annual return | -14.98% | 13.26%-28.2pp | 24.61%-39.6pp | 32.82%-47.8pp |
| Employer contribution / active EE | $870 | $1,627-46.5% | $3,372-74.2% | $2,506-65.3% |
| Participant deferral / active EE | $1,821 | $2,823-35.5% | $4,625-60.6% | $4,310-57.7% |
| Admin fee / account holder | $165 | $155+6.6% | $7,339-97.8% | $188-12.2% |