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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 16 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Consulting | $14,774 |
Filed as: TRANSAMERICA RETIREMENT SERVICES Service code 12 · EIN 13-3689044 | Participant loan processing; Distribu... | $13,066 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Service code 12 | Recordkeeping fees; Participant loan ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,623 | $49,451+107.5% | $79,550+29.0% | $66,914+53.4% |
| Participation rate | 34.3% | 61.3%-27.1pp | 69.5%-35.2pp | 69.8%-35.5pp |
| Annual return | -15.33% | 84.25%-99.6pp | 0.16%-15.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,235 | $3,159+2.4% | $3,985-18.8% | $4,237-23.6% |
| Admin fee / account holder | $225 | $595-62.1% | $6,832-96.7% | $593-62.0% |