See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $25,012 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $16,984 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,419 | $55,371-8.9% | $95,585-47.3% | $74,304-32.1% |
| Participation rate | 87.2% | 53.8%+33.4pp | 72.1%+15.1pp | 60.3%+26.8pp |
| Annual return | 16.25% | 24.26%-8.0pp | 38.56%-22.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,451 | $1,437+1.0% | $2,527-42.6% | $2,241-35.3% |
| Participant deferral / active EE | $3,400 | $2,955+15.1% | $4,023-15.5% | $3,767-9.7% |
| Admin fee / account holder | $240 | $2,620-90.8% | $6,127-96.1% | $2,969-91.9% |