Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,713 | $78,483-21.4% | $106,201-41.9% | $74,546-17.2% |
| Participation rate | 90.5% | 72.8%+17.7pp | 75.3%+15.2pp | 67.2%+23.3pp |
| Annual return | 11.56% | 15.94%-4.4pp | 116.26%-104.7pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $4,332 | $2,522+71.8% | $3,170+36.7% | $2,624+65.1% |
| Participant deferral / active EE | $5,988 | $4,320+38.6% | $5,012+19.5% | $4,347+37.7% |
| Admin fee / account holder | $252 | $2,236-88.7% | $11,039-97.7% | $1,944-87.0% |