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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT ADVISOR Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $6,145 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,692 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,329 | $79,171-60.4% | $102,423-69.4% | $74,495-57.9% |
| Participation rate | 52.1% | 74.8%-22.7pp | 76.5%-24.4pp | 67.2%-15.1pp |
| Annual return | 34.58% | 54.93%-20.4pp | 29.32%+5.3pp | 1364.94%-1330.4pp |
| Employer contribution / active EE | $1,731 | $2,362-26.7% | $3,023-42.8% | $2,623-34.0% |
| Participant deferral / active EE | $3,551 | $4,415-19.6% | $5,053-29.7% | $4,346-18.3% |
| Admin fee / account holder | $91 | $2,001-95.4% | $9,451-99.0% | $1,942-95.3% |