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 7-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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $30,139 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,492 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,716 |
Service code 99 3168 W BELMONT · FRESNO, CA 93722 | Other Fees | $665 |
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 | $61,713 | $78,485-21.4% | $106,213-41.9% | $74,495-17.2% |
| Participation rate | 90.5% | 72.8%+17.7pp | 75.3%+15.3pp | 67.2%+23.3pp |
| Annual return | 11.56% | 15.95%-4.4pp | 116.14%-104.6pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $4,332 | $2,523+71.7% | $3,171+36.6% | $2,623+65.1% |
| Participant deferral / active EE | $5,988 | $4,322+38.5% | $5,016+19.4% | $4,346+37.8% |
| Admin fee / account holder | $252 | $2,232-88.7% | $11,033-97.7% | $1,942-87.0% |