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 RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $22,437 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,845 |
HPM PARTNERS1 year Filed as: HPM PARTNERS, LLC Service code 15 · EIN 35-2467663 | Recordkeeping | $8,252 |
TRUOG-RYDING COMPANY, INC.3+ years Service code 13 · EIN 95-3497679 | Contract Administrator | $4,860 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 28 · EIN 84-0467907 | Investment Management | $2,075 |
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 | $26,850 | $78,485-65.8% | $106,213-74.7% | $74,495-64.0% |
| Participation rate | 74.2% | 72.8%+1.4pp | 75.3%-1.1pp | 67.2%+7.0pp |
| Annual return | 12.35% | 15.95%-3.6pp | 116.14%-103.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,334 | $2,523-7.5% | $3,171-26.4% | $2,623-11.0% |
| Participant deferral / active EE | $4,920 | $4,322+13.8% | $5,016-1.9% | $4,346+13.2% |
| Admin fee / account holder | $249 | $2,232-88.8% | $11,033-97.7% | $1,942-87.2% |