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) | $101,752 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $8,554 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,969 | $39,898-72.5% | $121,196-90.9% | $55,725-80.3% |
| Participation rate | 94.8% | 61.2%+33.6pp | 71.7%+23.0pp | 70.9%+23.9pp |
| Annual return | -3.97% | -0.96%-3.0pp | 16.93%-20.9pp | 244.93%-248.9pp |
| Employer contribution / active EE | $1,544 | $1,295+19.2% | $4,022-61.6% | $2,078-25.7% |
| Participant deferral / active EE | $5,422 | $2,439+122.3% | $3,344+62.1% | $3,356+61.6% |
| Admin fee / account holder | $58 | $95-39.5% | $5,019-98.9% | $115-50.1% |