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 10-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 ADVISORS INC Service code 26 CAMBRIDGE INVESTMENT RESEARCH INC. · FAIRFIELD, IA 52556 | Advisory (Participants) | $109,881 |
VERISIGHT, INC.1+ years Service code 37 1350 TREAT BOULEVARD · WALNUT CREEK, CA 945977959 | Loan Processing | $31,373 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT TRUST CO. Service code 19 75 S. MAIN STREET · CONCORD, NH 033014809 | Securities Custodian | $7,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,102 | $38,312-29.3% | $100,671-73.1% | $59,188-54.2% |
| Participation rate | 20.2% | 57.4%-37.2pp | 70.7%-50.5pp | 69.4%-49.2pp |
| Annual return | -0.02% | 2.64%-2.7pp | 20.43%-20.4pp | 5.51%-5.5pp |
| Employer contribution / active EE | $105 | $1,183-91.1% | $4,012-97.4% | $2,098-95.0% |
| Participant deferral / active EE | $721 | $1,847-61.0% | $3,144-77.1% | $3,265-77.9% |
| Admin fee / account holder | $252 | $68+271.2% | $4,850-94.8% | $92+172.7% |