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 3-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 GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $9,345 |
TRUOG-RYDING COMPANY, INC.1+ years Service code 13 · EIN 95-3497679 2659 TOWNSGATE RD., STE. 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $2,474 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,414 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,877 | $81,908-83.1% | $90,749-84.7% | $64,808-78.6% |
| Participation rate | 76.8% | 80.5%-3.7pp | 75.7%+1.1pp | 71.5%+5.4pp |
| Annual return | -12.97% | -12.53%-0.4pp | -12.16%-0.8pp | 32.82%-45.8pp |
| Employer contribution / active EE | $1,787 | $3,065-41.7% | $2,921-38.8% | $2,506-28.7% |
| Participant deferral / active EE | $2,900 | $4,840-40.1% | $4,564-36.5% | $4,310-32.7% |
| Admin fee / account holder | $109 | $157-30.7% | $8,445-98.7% | $188-42.0% |