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) | $57,043 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,006 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $12,186 | $46,722-73.9% | $130,648-90.7% | $65,185-81.3% |
| Participation rate | 84.2% | 60.9%+23.2pp | 71.7%+12.4pp | 70.2%+14.0pp |
| Annual return | 13.15% | 24.17%-11.0pp | 1708.96%-1695.8pp | 29.38%-16.2pp |
| Employer contribution / active EE | $791 | $1,488-46.8% | $4,092-80.7% | $2,177-63.6% |
| Participant deferral / active EE | $2,993 | $2,545+17.6% | $3,603-16.9% | $3,514-14.8% |
| Admin fee / account holder | $49 | $453-89.1% | $5,464-99.1% | $847-94.2% |