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 6-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 RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $8,195 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,315 | $88,122-79.2% | $141,162-87.0% | $67,579-72.9% |
| Participation rate | 46.3% | 76.5%-30.2pp | 82.5%-36.2pp | 71.3%-25.0pp |
| Annual return | 55.62% | 75.40%-19.8pp | 71.39%-15.8pp | 378.56%-322.9pp |
| Employer contribution / active EE | $638 | $3,224-80.2% | $4,735-86.5% | $2,148-70.3% |
| Participant deferral / active EE | $2,671 | $5,958-55.2% | $6,709-60.2% | $3,539-24.5% |
| Admin fee / account holder | $50 | $131-62.0% | $10,261-99.5% | $142-65.0% |