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 RESEARCH10+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 28 · EIN 84-0467907 8515 WAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,167 | $68,914-25.8% | $136,749-62.6% | $74,304-31.1% |
| Participation rate | 33.8% | 51.3%-17.5pp | 72.1%-38.3pp | 60.3%-26.5pp |
| Annual return | 16.18% | 16.34%-0.2pp | 24.33%-8.1pp | 29.43%-13.2pp |
| Employer contribution / active EE | $946 | $1,561-39.4% | $3,400-72.2% | $2,241-57.8% |
| Participant deferral / active EE | $1,672 | $2,541-34.2% | $4,692-64.4% | $3,767-55.6% |
| Admin fee / account holder | $251 | $3,149-92.0% | $11,386-97.8% | $2,969-91.6% |