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 RESEARCH8+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $15,971 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 28 · EIN 84-0467907 8515 WAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,867 |
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 | $73,271 | $57,739+26.9% | $112,229-34.7% | $74,419-1.5% |
| Participation rate | 31.9% | 55.6%-23.7pp | 72.4%-40.5pp | 70.7%-38.8pp |
| Annual return | 15.98% | 19.52%-3.5pp | 30.20%-14.2pp | 34.38%-18.4pp |
| Employer contribution / active EE | $790 | $1,675-52.8% | $3,430-77.0% | $2,637-70.1% |
| Participant deferral / active EE | $1,470 | $2,891-49.2% | $4,798-69.4% | $4,528-67.5% |
| Admin fee / account holder | $197 | $462-57.3% | $7,748-97.5% | $348-43.3% |