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 RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $57,941 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $42,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $42,385 | $52,406-19.1% | $129,207-67.2% | $74,495-43.1% |
| Participation rate | 52.9% | 53.8%-0.9pp | 69.6%-16.7pp | 67.2%-14.3pp |
| Annual return | 15.07% | 15.66%-0.6pp | 9417.33%-9402.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $614 | $1,531-59.9% | $4,153-85.2% | $2,623-76.6% |
| Participant deferral / active EE | $2,232 | $2,794-20.1% | $4,168-46.4% | $4,346-48.6% |
| Admin fee / account holder | $207 | $2,633-92.1% | $7,715-97.3% | $1,942-89.3% |