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 RESEARCH9+ 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 28 · EIN 84-0467907 8515 WAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,427 |
ASSOCIATED PENSION CONSULTANTS10+ years Service code 13 PO BOX 1282 · CHICO, CA 959271282 | Contract Administrator | $5,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,382 | $62,327-19.2% | $120,354-58.1% | $74,495-32.4% |
| Participation rate | 34.0% | 56.8%-22.8pp | 71.9%-37.9pp | 67.2%-33.2pp |
| Annual return | 8.54% | 18.61%-10.1pp | 107.15%-98.6pp | 1364.94%-1356.4pp |
| Employer contribution / active EE | $912 | $1,843-50.5% | $3,463-73.7% | $2,623-65.2% |
| Participant deferral / active EE | $1,652 | $2,893-42.9% | $4,991-66.9% | $4,346-62.0% |
| Admin fee / account holder | $241 | $2,396-89.9% | $9,423-97.4% | $1,942-87.6% |