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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $65,132 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,964 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,365 | $52,149-39.9% | $122,332-74.4% | $77,958-59.8% |
| Participation rate | 23.7% | 58.6%-34.9pp | 71.6%-48.0pp | 71.6%-48.0pp |
| Annual return | 16.18% | 17.75%-1.6pp | 30.27%-14.1pp | 20.87%-4.7pp |
| Employer contribution / active EE | $130 | $1,750-92.6% | $4,050-96.8% | $2,310-94.4% |
| Participant deferral / active EE | $910 | $2,114-57.0% | $3,287-72.3% | $3,537-74.3% |
| Admin fee / account holder | $113 | $93+21.0% | $5,478-97.9% | $97+15.8% |