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 INVST RESEARCH1 year Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $39,348 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $26,550 |
Service code 10 · EIN 68-0307221 | Accounting | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,157 | $96,484+92.9% | $156,263+19.1% | $74,304+150.5% |
| Participation rate | 78.3% | 67.7%+10.6pp | 78.9%-0.6pp | 60.3%+17.9pp |
| Annual return | 14.24% | 17.73%-3.5pp | 59.47%-45.2pp | 29.43%-15.2pp |
| Employer contribution / active EE | $2,918 | $2,528+15.4% | $4,333-32.7% | $2,241+30.2% |
| Participant deferral / active EE | $11,981 | $4,286+179.5% | $6,158+94.6% | $3,767+218.0% |
| Admin fee / account holder | $356 | $3,728-90.4% | $14,255-97.5% | $2,969-88.0% |